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IFG Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History

IFG Advisory’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 		$11.6M Buy
+105,162
New +$11.4M 0.41% 56
2026
Q1 		– Sell
-89,533
Closed -$9.18M – 621
2025
Q4 		$9.18M Buy
89,533
+8,437
+10% +$855K 0.4% 64
2025
Q3 		$8.11M Buy
81,096
+6,969
+9% +$678K 0.37% 72
2025
Q2 		$7.01M Buy
74,127
+7,257
+11% +$655K 0.35% 75
2025
Q1 		$6.17M Buy
66,870
+5,321
+9% +$499K 0.34% 76
2024
Q4 		$5.7M Buy
61,549
+10,197
+20% +$981K 0.32% 78
2024
Q3 		$4.9M Buy
51,352
+5,206
+11% +$479K 0.31% 88
2024
Q2 		$4.07M Buy
46,146
+9,368
+25% +$826K 0.26% 103
2024
Q1 		$3.33M Buy
36,778
+26,862
+271% +$2.31M 0.25% 120
2023
Q4 		$836K Buy
9,916
+3,754
+61% +$292K 0.06% 283
2023
Q3 		$460K Buy
+6,162
New +$484K 0.04% 359
2023
Q2 		– Sell
-5,166
Closed -$381K – 410
2023
Q1 		$381K Buy
5,166
+533
+12% +$39.3K 0.04% 367
2022
Q4 		$327K Sell
4,633
-118
-2% -$8.21K 0.03% 380
2022
Q3 		$297K Buy
4,751
+1,319
+38% +$91.1K 0.03% 415
2022
Q2 		$229K Buy
3,432
+91
+3% +$6.54K 0.02% 422
2022
Q1 		$253K Buy
3,341
+428
+15% +$32.1K 0.03% 429
2021
Q4 		$222K Buy
2,913
+41
+1% +$3.04K 0.02% 460
2021
Q3 		$203K Buy
+2,872
New +$209K 0.02% 466
2021
Q2 		– Sell
-3,241
Closed -$223K – 494
2021
Q1 		$223K Sell
3,241
-3,257
-50% -$214K 0.03% 444
2020
Q4 		$404K Sell
6,498
-798
-11% -$46.8K 0.06% 298
2020
Q3 		$396K Buy
7,296
+525
+8% +$28.7K 0.06% 268
2020
Q2 		$353K Sell
6,771
-115
-2% -$5.87K 0.06% 276
2020
Q1 		$318K Buy
6,886
+403
+6% +$23.2K 0.07% 257
2019
Q4 		$408K Sell
6,483
-674
-9% -$40.6K 0.07% 267
2019
Q3 		$413K Buy
+7,157
New +$407K 0.08% 257

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

IFG Advisory's IUSV Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 105,162 shares worth $11.6M. The stake represents 0.41% of the portfolio and ranks #56 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IUSV as recently as Q4 2025.

IFG Advisory first reported a position in IUSV in Q3 2019 and has held it in 25 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • IFG Advisory held 105,162 shares of iShares Core S&P US Value ETF worth $11.6M as of Q2 2026.
  • iShares Core S&P US Value ETF was a new IFG Advisory position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.41% of IFG Advisory's portfolio in Q2 2026, its #56 holding.
  • IFG Advisory first reported a position in iShares Core S&P US Value ETF in Q3 2019 and has held it in 25 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.