IAN
IUSV icon

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

Integrated Advisors Network’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 		$3.74M Sell
36,602
-142,414
-80% -$14.9M 0.2% 135
2025
Q4 		$18.4M Sell
179,016
-37,045
-17% -$3.76M 0.81% 20
2025
Q3 		$21.6M Buy
216,061
+20,387
+10% +$1.98M 0.91% 17
2025
Q2 		$18.5M Buy
195,674
+175,357
+863% +$15.8M 0.84% 17
2025
Q1 		$1.88M Sell
20,317
-55,629
-73% -$5.22M 0.09% 217
2024
Q4 		$7.03M Buy
75,946
+34,689
+84% +$3.34M 0.34% 70
2024
Q3 		$3.94M Sell
41,257
-20,585
-33% -$1.89M 0.19% 134
2024
Q2 		$5.45M Buy
61,842
+1,422
+2% +$125K 0.28% 84
2024
Q1 		$5.46M Sell
60,420
-142,975
-70% -$12.3M 0.28% 92
2023
Q4 		$17.2M Sell
203,395
-13,699
-6% -$1.07M 0.97% 14
2023
Q3 		$16.2M Sell
217,094
-234,021
-52% -$18.4M 0.99% 16
2023
Q2 		$35.3M Buy
451,115
+422,823
+1,494% +$31.6M 2.03% 5
2023
Q1 		$2.09M Buy
28,292
+2,591
+10% +$191K 0.13% 183
2022
Q4 		$1.82M Sell
25,701
-386
-1% -$26.8K 0.12% 191
2022
Q3 		$1.63M Buy
26,087
+141
+0.5% +$9.73K 0.11% 190
2022
Q2 		$1.74M Sell
25,946
-2,664
-9% -$191K 0.11% 202
2022
Q1 		$2.17M Sell
28,610
-176,948
-86% -$13.3M 0.13% 185
2021
Q4 		$15.7M Buy
205,558
+57,628
+39% +$4.27M 0.93% 20
2021
Q3 		$10.5M Sell
147,930
-4,337
-3% -$315K 0.7% 27
2021
Q2 		$11M Sell
152,267
-35,089
-19% -$2.52M 0.81% 24
2021
Q1 		$12.9M Buy
187,356
+132,650
+242% +$8.7M 1.18% 16
2020
Q4 		$3.4M Buy
+54,706
New +$3.21M 0.37% 70
2020
Q3 		– Sell
-26,296
Closed -$1.37M – 465
2020
Q2 		$1.37M Buy
+26,296
New +$1.34M 0.16% 158

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 $7.49B AUM 24.82% 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

Integrated Advisors Network's IUSV Position: Q1 2026 in Review

Integrated Advisors Network reduced its iShares Core S&P US Value ETF (IUSV) stake by 80% in Q1 2026, selling an estimated $14.9M and leaving 36,602 shares worth $3.74M. The position accounts for 0.2% of the portfolio, ranked #135.

Integrated Advisors Network first reported a position in IUSV in Q2 2020 and has held it in 23 quarters since. The position peaked at $35.3M in Q2 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Integrated Advisors Network held 36,602 shares of iShares Core S&P US Value ETF worth $3.74M as of Q1 2026.
  • Integrated Advisors Network sold 142,414 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $14.9M.
  • iShares Core S&P US Value ETF made up 0.2% of Integrated Advisors Network's portfolio in Q1 2026, its #135 holding.
  • Integrated Advisors Network first reported a position in iShares Core S&P US Value ETF in Q2 2020 and has held it in 23 quarters since.
  • Integrated Advisors Network's iShares Core S&P US Value ETF position peaked at $35.3M in Q2 2023.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.