Lido Advisors
IUSV icon

Lido Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Lido 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
Q1 		$547K Buy
5,349
+18
+0.3% +$1.89K ﹤0.01% 1254
2025
Q4 		$535K Buy
5,331
+755
+16% +$76.6K ﹤0.01% 1270
2025
Q3 		$457K Sell
4,576
-5,796
-56% -$564K ﹤0.01% 1272
2025
Q2 		$982K Buy
10,372
+120
+1% +$10.8K ﹤0.01% 855
2025
Q1 		$946K Sell
10,252
-1,711
-14% -$161K ﹤0.01% 805
2024
Q4 		$1.11M Sell
11,963
-426
-3% -$41K 0.01% 726
2024
Q3 		$1.18M Buy
12,389
+1,560
+14% +$143K 0.01% 639
2024
Q2 		$954K Buy
10,829
+162
+2% +$14.3K 0.01% 676
2024
Q1 		$965K Buy
10,667
+1,668
+19% +$144K 0.01% 665
2023
Q4 		$759K Sell
8,999
-23,738
-73% -$1.85M 0.01% 714
2023
Q3 		$2.44M Buy
32,737
+21,507
+192% +$1.69M 0.02% 336
2023
Q2 		$879K Sell
11,230
-20,448
-65% -$1.53M 0.01% 575
2023
Q1 		$2.34M Buy
31,678
+23,306
+278% +$1.72M 0.02% 318
2022
Q4 		$591K Hold
8,372
– – 0.01% 537
2022
Q3 		$524K Hold
8,372
– – 0.01% 536
2022
Q2 		$559K Hold
8,372
– – 0.01% 506
2022
Q1 		$635K Sell
8,372
-105
-1% -$7.87K 0.01% 522
2021
Q4 		$647K Buy
8,477
+105
+1% +$7.79K 0.01% 528
2021
Q3 		$593K Sell
8,372
-311
-4% -$22.6K 0.01% 530
2021
Q2 		$625K Sell
8,683
-572
-6% -$41.1K 0.01% 482
2021
Q1 		$638K Sell
9,255
-831
-8% -$54.5K 0.01% 441
2020
Q4 		$627K Hold
10,086
– – 0.01% 427
2020
Q3 		$548K Sell
10,086
-737
-7% -$40.3K 0.01% 356
2020
Q2 		$565K Buy
+10,823
New +$553K 0.02% 331
2020
Q1 		– Sell
-3,386
Closed -$213K – 627
2019
Q4 		$213K Buy
+3,386
New +$204K 0.01% 611

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Lido Advisors's IUSV Position: Q1 2026 in Review

Lido Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.34% in Q1 2026, buying an estimated $1.89K and bringing the position to 5,349 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Lido Advisors first reported a position in IUSV in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.44M in Q3 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Lido Advisors held 5,349 shares of iShares Core S&P US Value ETF worth $547K as of Q1 2026.
  • Lido Advisors bought 18 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.89K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1254 holding.
  • Lido Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 25 quarters since.
  • Lido Advisors's iShares Core S&P US Value ETF position peaked at $2.44M in Q3 2023.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.