Hobbs Group Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Hobbs Group 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	$604K	Buy	5,483 +1	+0%	+$108	0.16%	94
2026 Q1	$561K	Sell	5,482 -23	-0.4%	-$2.41K	0.17%	95
2025 Q4	$565K	Buy	5,505 +2	+0%	+$203	0.17%	91
2025 Q3	$550K	Sell	5,503 -113	-2%	-$11K	0.17%	93
2025 Q2	$531K	Sell	5,616 -265	-5%	-$23.9K	0.18%	89
2025 Q1	$543K	Buy	5,881 +1	+0%	+$94	0.21%	87
2024 Q4	$544K	Buy	5,880 +361	+7%	+$34.7K	0.2%	88
2024 Q3	$527K	Buy	5,519 +2	+0%	+$184	0.19%	80
2024 Q2	$486K	Buy	+5,517	New	+$486K	0.18%	85
2023 Q4	$500K	Buy	+5,931	New	+$462K	0.22%	72

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Hobbs Group Advisors's IUSV Position: Q2 2026 in Review

Hobbs Group Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.02% in Q2 2026, buying an estimated $108 and bringing the position to 5,483 shares worth $604K. The position accounts for 0.16% of the portfolio, ranked #94.

Hobbs Group Advisors first reported a position in IUSV in Q4 2023 and has held it in 10 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Hobbs Group Advisors held 5,483 shares of iShares Core S&P US Value ETF worth $604K as of Q2 2026.
Hobbs Group Advisors bought 1 iShares Core S&P US Value ETF share in Q2 2026, an estimated $108.
iShares Core S&P US Value ETF made up 0.16% of Hobbs Group Advisors's portfolio in Q2 2026, its #94 holding.
Hobbs Group Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 10 quarters since.
809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.