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 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 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 $424B AUM 22.94% 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

Liberty One Investment Management's IUSV Position: Q1 2026 in Review

Liberty One Investment Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1,346% in Q1 2026, buying an estimated $1.65M and bringing the position to 16,902 shares worth $1.73M. The position accounts for 0.18% of the portfolio, ranked #83.

Liberty One Investment Management first reported a position in IUSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.78M in Q3 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Liberty One Investment Management held 16,902 shares of iShares Core S&P US Value ETF worth $1.73M as of Q1 2026.
Liberty One Investment Management bought 15,733 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.65M.
iShares Core S&P US Value ETF made up 0.18% of Liberty One Investment Management's portfolio in Q1 2026, its #83 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 9 quarters since.
Liberty One Investment Management's iShares Core S&P US Value ETF position peaked at $1.78M in Q3 2025.
787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.