High Probability Advisors
IUSV icon

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
Q3 		$21.7M Buy
197,213
+7,890
+4% +$892K 2.44% 16
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

High Probability Advisors's IUSV Position: Q3 2026 in Review

High Probability Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 4.2% in Q3 2026, buying an estimated $892K and bringing the position to 197,213 shares worth $21.7M. The position accounts for 2.44% of the portfolio, ranked #16.

High Probability Advisors first reported a position in IUSV in Q4 2020 and has held it in 24 quarters since. 144 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • High Probability Advisors held 197,213 shares of iShares Core S&P US Value ETF worth $21.7M as of Q3 2026.
  • High Probability Advisors bought 7,890 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $892K.
  • iShares Core S&P US Value ETF made up 2.44% of High Probability Advisors's portfolio in Q3 2026, its #16 holding.
  • High Probability Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 24 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on High Probability Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.