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

Inspire 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
Q1 		$945K Buy
9,246
+4,040
+78% +$424K 0.08% 204
2025
Q4 		$534K Buy
5,206
+1,494
+40% +$151K 0.05% 316
2025
Q3 		$371K Buy
3,712
+1,043
+39% +$102K 0.04% 350
2025
Q2 		$253K Buy
2,669
+451
+20% +$40.7K 0.03% 401
2025
Q1 		$205K Sell
2,218
-139
-6% -$13K 0.02% 405
2024
Q4 		$218K Buy
2,357
+137
+6% +$13.2K 0.03% 348
2024
Q3 		$212K Buy
+2,220
New +$204K 0.03% 372

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
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
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

Inspire Advisors's IUSV Position: Q1 2026 in Review

Inspire Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 78% in Q1 2026, buying an estimated $424K and bringing the position to 9,246 shares worth $945K. The position accounts for 0.08% of the portfolio, ranked #204.

Inspire Advisors first reported a position in IUSV in Q3 2024 and has held it in 7 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Inspire Advisors held 9,246 shares of iShares Core S&P US Value ETF worth $945K as of Q1 2026.
  • Inspire Advisors bought 4,040 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $424K.
  • iShares Core S&P US Value ETF made up 0.08% of Inspire Advisors's portfolio in Q1 2026, its #204 holding.
  • Inspire Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.