LOIM
IUSV icon

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

Liberty One 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 		$2.02M Buy
18,351
+1,449
+9% +$157K 0.2% 87
2026
Q1 		$1.73M Buy
16,902
+15,733
+1,346% +$1.65M 0.18% 83
2025
Q4 		$120K Sell
1,169
-16,592
-93% -$1.68M 0.02% 137
2025
Q3 		$1.78M Buy
17,761
+330
+2% +$32.1K 0.1% 85
2025
Q2 		$1.65M Buy
17,431
+215
+1% +$19.4K 0.17% 81
2025
Q1 		$1.59M Buy
17,216
+1,705
+11% +$160K 0.16% 78
2024
Q4 		$1.44M Buy
15,511
+1,858
+14% +$179K 0.16% 82
2024
Q3 		$1.3M Buy
13,653
+160
+1% +$14.7K 0.13% 83
2024
Q2 		$1.19M Buy
13,493
+6,020
+81% +$531K 0.13% 84
2024
Q1 		$676K Buy
+7,473
New +$643K 0.08% 112

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

Liberty One Investment Management's IUSV Position: Q2 2026 in Review

Liberty One Investment Management increased its iShares Core S&P US Value ETF (IUSV) stake by 8.6% in Q2 2026, buying an estimated $157K and bringing the position to 18,351 shares worth $2.02M. The position accounts for 0.2% of the portfolio, ranked #87.

Liberty One Investment Management first reported a position in IUSV in Q1 2024 and has held it in 10 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Liberty One Investment Management held 18,351 shares of iShares Core S&P US Value ETF worth $2.02M as of Q2 2026.
  • Liberty One Investment Management bought 1,449 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $157K.
  • iShares Core S&P US Value ETF made up 0.2% of Liberty One Investment Management's portfolio in Q2 2026, its #87 holding.
  • Liberty One Investment Management first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.