LaSalle St. Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

LaSalle St. Investment 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	$576K	Buy	5,233 +11	+0.2%	+$1.19K	0.07%	212
2026 Q1	$534K	Sell	5,222 -167	-3%	-$17.5K	0.08%	198
2025 Q4	$552K	Buy	5,389 +117	+2%	+$11.9K	0.09%	169
2025 Q3	$527K	Sell	5,272 -147,392	-97%	-$14.3M	0.09%	165
2025 Q2	$14.4M	Buy	152,664 +7,749	+5%	+$699K	3.96%	4
2025 Q1	$13.4M	Buy	144,915 +8,002	+6%	+$751K	3.15%	6
2024 Q4	$12.7M	Buy	136,913 +4,205	+3%	+$404K	3.93%	4
2024 Q3	$12.7M	Buy	132,708 +27,328	+26%	+$2.51M	4.98%	3
2024 Q2	$9.29M	Buy	105,380 +7,873	+8%	+$694K	4.64%	4
2024 Q1	$8.82M	Buy	97,507 +6,124	+7%	+$527K	4.95%	5
2023 Q4	$7.71M	Buy	91,383 +72,090	+374%	+$5.61M	5.17%	4
2023 Q3	$1.44M	Buy	+19,293	New	+$1.51M	0.7%	22

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LaSalle St. Investment Advisors's IUSV Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.21% in Q2 2026, buying an estimated $1.19K and bringing the position to 5,233 shares worth $576K. The position accounts for 0.07% of the portfolio, ranked #212.

LaSalle St. Investment Advisors first reported a position in IUSV in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.4M in Q2 2025. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

LaSalle St. Investment Advisors held 5,233 shares of iShares Core S&P US Value ETF worth $576K as of Q2 2026.
LaSalle St. Investment Advisors bought 11 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.19K.
iShares Core S&P US Value ETF made up 0.07% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #212 holding.
LaSalle St. Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 12 quarters since.
LaSalle St. Investment Advisors's iShares Core S&P US Value ETF position peaked at $14.4M in Q2 2025.
809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.