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High Probability Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

High Probability Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.9M Buy
189,323
+11,052
+6% +$1.2M 2.23% 17
2026
Q1 		$18.2M Buy
178,271
+6,686
+4% +$701K 2.33% 17
2025
Q4 		$17.6M Buy
171,585
+4,956
+3% +$503K 2.35% 17
2025
Q3 		$16.7M Buy
166,629
+6,012
+4% +$585K 2.28% 17
2025
Q2 		$15.2M Buy
160,617
+12,126
+8% +$1.09M 2.27% 17
2025
Q1 		$13.7M Buy
148,491
+7,102
+5% +$667K 2.29% 17
2024
Q4 		$13.1M Buy
141,389
+2,146
+2% +$206K 2.35% 16
2024
Q3 		$13.3M Sell
139,243
-1,386
-1% -$127K 2.26% 17
2024
Q2 		$12.4M Sell
140,629
-44,152
-24% -$3.89M 2.25% 16
2024
Q1 		$16.7M Buy
184,781
+1,383
+0.8% +$119K 3.1% 14
2023
Q4 		$15.5M Sell
183,398
-4,544
-2% -$354K 3.12% 14
2023
Q3 		$14M Buy
187,942
+5,666
+3% +$445K 3.02% 15
2023
Q2 		$14.3M Buy
182,276
+6,841
+4% +$511K 3.06% 14
2023
Q1 		$12.9M Buy
175,435
+17,499
+11% +$1.29M 3.02% 15
2022
Q4 		$11.2M Sell
157,936
-5,275
-3% -$367K 3.05% 15
2022
Q3 		$10.2M Buy
163,211
+4,894
+3% +$338K 3.2% 14
2022
Q2 		$10.6M Buy
158,317
+7,840
+5% +$563K 3.35% 13
2022
Q1 		$11.4M Buy
150,477
+3,613
+2% +$271K 3.73% 11
2021
Q4 		$11.2M Buy
146,864
+672
+0.5% +$49.8K 4.16% 8
2021
Q3 		$10.4M Sell
146,192
-9,322
-6% -$677K 4.2% 9
2021
Q2 		$11.2M Buy
155,514
+24,579
+19% +$1.77M 4.73% 7
2021
Q1 		$9.02M Buy
130,935
+12,891
+11% +$846K 4.76% 7
2020
Q4 		$7.34M Buy
+118,044
New +$6.92M 4.49% 7

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

High Probability Advisors's IUSV Position: Q2 2026 in Review

High Probability Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 6.2% in Q2 2026, buying an estimated $1.2M and bringing the position to 189,323 shares worth $20.9M. The position accounts for 2.23% of the portfolio, ranked #17.

High Probability Advisors first reported a position in IUSV in Q4 2020 and has held it in 23 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • High Probability Advisors held 189,323 shares of iShares Core S&P US Value ETF worth $20.9M as of Q2 2026.
  • High Probability Advisors bought 11,052 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.2M.
  • iShares Core S&P US Value ETF made up 2.23% of High Probability Advisors's portfolio in Q2 2026, its #17 holding.
  • High Probability Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on High Probability Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.