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IUSV icon

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

MFA Wealth 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 		$1.79M Sell
16,244
-143,348
-90% -$15.5M 0.31% 44
2026
Q1 		$16.3M Buy
159,592
+10,356
+7% +$1.09M 3.21% 10
2025
Q4 		$15.3M Buy
149,236
+9,191
+7% +$932K 3.23% 8
2025
Q3 		$14M Buy
140,045
+1,705
+1% +$166K 3.06% 8
2025
Q2 		$13.1M Sell
138,340
-4,314
-3% -$389K 3.07% 8
2025
Q1 		$13.2M Buy
142,654
+4,155
+3% +$390K 3.26% 9
2024
Q4 		$12.8M Buy
138,499
+11,066
+9% +$1.06M 3.28% 10
2024
Q3 		$12.2M Sell
127,433
-9,524
-7% -$876K 2.66% 13
2024
Q2 		$12.1M Sell
136,957
-1,309
-0.9% -$115K 2.64% 13
2024
Q1 		$12.5M Sell
138,266
-554
-0.4% -$47.7K 3.29% 10
2023
Q4 		$11.7M Buy
138,820
+4,090
+3% +$319K 3.29% 10
2023
Q3 		$10.1M Buy
134,730
+737
+0.6% +$57.8K 3.12% 11
2023
Q2 		$10.5M Buy
133,993
+3,561
+3% +$266K 3.3% 10
2023
Q1 		$9.62M Buy
+130,432
New +$9.61M 3.17% 11

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

MFA Wealth Advisors's IUSV Position: Q2 2026 in Review

MFA Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 90% in Q2 2026, selling an estimated $15.5M and leaving 16,244 shares worth $1.79M. The position accounts for 0.31% of the portfolio, ranked #44.

MFA Wealth Advisors first reported a position in IUSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.3M in Q1 2026. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • MFA Wealth Advisors held 16,244 shares of iShares Core S&P US Value ETF worth $1.79M as of Q2 2026.
  • MFA Wealth Advisors sold 143,348 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $15.5M.
  • iShares Core S&P US Value ETF made up 0.31% of MFA Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • MFA Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 14 quarters since.
  • MFA Wealth Advisors's iShares Core S&P US Value ETF position peaked at $16.3M in Q1 2026.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.