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

Insigneo Advisory Services’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 Q1	$228K	Hold	2,231	–	–	0.02%	597
2025 Q4	$229K	Sell	2,231 -2,064	-48%	-$209K	0.02%	606
2025 Q3	$429K	Sell	4,295 -741	-15%	-$72.1K	0.03%	407
2025 Q2	$477K	Buy	5,036 +1,847	+58%	+$167K	0.04%	354
2025 Q1	$294K	Sell	3,189 -185	-5%	-$17.4K	0.03%	419
2024 Q4	$312K	Buy	3,374 +764	+29%	+$73.5K	0.03%	410
2024 Q3	$249K	Buy	+2,610	New	+$240K	0.03%	494
2024 Q2	–	Sell	-2,238	Closed	-$202K	–	620
2024 Q1	$202K	Buy	+2,238	New	+$193K	0.02%	461

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Insigneo Advisory Services's IUSV Position: Q1 2026 in Review

Insigneo Advisory Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,231 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #597.

Insigneo Advisory Services first reported a position in IUSV in Q1 2024 and has held it in 8 quarters since. The position peaked at $477K in Q2 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Insigneo Advisory Services held 2,231 shares of iShares Core S&P US Value ETF worth $228K as of Q1 2026.
Insigneo Advisory Services left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
iShares Core S&P US Value ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #597 holding.
Insigneo Advisory Services first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's iShares Core S&P US Value ETF position peaked at $477K in Q2 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.