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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
Q2 		$1.47M Buy
13,363
+4,117
+45% +$445K 0.1% 166
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 $1.55T 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

Inspire Advisors's IUSV Position: Q2 2026 in Review

Inspire Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 45% in Q2 2026, buying an estimated $445K and bringing the position to 13,363 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #166.

Inspire Advisors first reported a position in IUSV in Q3 2024 and has held it in 8 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Inspire Advisors held 13,363 shares of iShares Core S&P US Value ETF worth $1.47M as of Q2 2026.
  • Inspire Advisors bought 4,117 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $445K.
  • iShares Core S&P US Value ETF made up 0.1% of Inspire Advisors's portfolio in Q2 2026, its #166 holding.
  • Inspire Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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