Leavell Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Leavell Investment Management’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	$368K	Sell	3,338 -185	-5%	-$20K	0.01%	499
2026 Q1	$360K	Hold	3,523	–	–	0.01%	477
2025 Q4	$361K	Hold	3,523	–	–	0.02%	468
2025 Q3	$352K	Sell	3,523 -100	-3%	-$9.73K	0.01%	479
2025 Q2	$343K	Hold	3,623	–	–	0.02%	469
2025 Q1	$334K	Sell	3,623 -40	-1%	-$3.75K	0.02%	452
2024 Q4	$339K	Sell	3,663 -51	-1%	-$4.91K	0.02%	448
2024 Q3	$355K	Buy	3,714 +1,240	+50%	+$114K	0.02%	444
2024 Q2	$218K	Buy	+2,474	New	+$218K	0.01%	483

Other funds holding IUSV

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Leavell Investment Management's IUSV Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.3% in Q2 2026, selling an estimated $20K and leaving 3,338 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #499.

Leavell Investment Management first reported a position in IUSV in Q2 2024 and has held it in 9 quarters since. 225 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Leavell Investment Management held 3,338 shares of iShares Core S&P US Value ETF worth $368K as of Q2 2026.
Leavell Investment Management sold 185 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $20K.
iShares Core S&P US Value ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #499 holding.
Leavell Investment Management first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 9 quarters since.
225 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.