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

Investment Advisory Group’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	$449K	Hold	4,388	–	–	0.11%	117
2025 Q4	$450K	Sell	4,388 -300	-6%	-$30.4K	0.12%	113
2025 Q3	$469K	Hold	4,688	–	–	0.13%	111
2025 Q2	$444K	Hold	4,688	–	–	0.13%	111
2025 Q1	$433K	Buy	4,688 +595	+15%	+$55.8K	0.14%	105
2024 Q4	$379K	Hold	4,093	–	–	0.13%	107
2024 Q3	$391K	Sell	4,093 -587	-13%	-$54K	0.14%	109
2024 Q2	$412K	Hold	4,680	–	–	0.16%	99
2024 Q1	$423K	Hold	4,680	–	–	0.18%	95
2023 Q4	$395K	Buy	4,680 +122	+3%	+$9.5K	0.18%	90
2023 Q3	$340K	Hold	4,558	–	–	0.18%	92
2023 Q2	$357K	Hold	4,558	–	–	0.18%	91
2023 Q1	$336K	Hold	4,558	–	–	0.19%	89
2022 Q4	$322K	Hold	4,558	–	–	0.2%	94
2022 Q3	$285K	Hold	4,558	–	–	0.2%	92
2022 Q2	$306K	Hold	4,558	–	–	0.21%	88
2022 Q1	$345K	Hold	4,558	–	–	0.21%	84
2021 Q4	$344K	Buy	+4,558	New	+$338K	0.22%	81

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 $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

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

Investment Advisory Group's IUSV Position: Q1 2026 in Review

Investment Advisory Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 4,388 shares worth $449K. The position accounts for 0.11% of the portfolio, ranked #117.

Investment Advisory Group first reported a position in IUSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $469K in Q3 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Investment Advisory Group held 4,388 shares of iShares Core S&P US Value ETF worth $449K as of Q1 2026.
Investment Advisory Group left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
iShares Core S&P US Value ETF made up 0.11% of Investment Advisory Group's portfolio in Q1 2026, its #117 holding.
Investment Advisory Group first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 18 quarters since.
Investment Advisory Group's iShares Core S&P US Value ETF position peaked at $469K in Q3 2025.
787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.