Morgan Stanley’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01B | Buy |
9,859,581
+138,830
| +1% | +$14.6M | 0.06% | 287 |
|
|
2025
Q4 | $997M | Buy |
9,720,751
+639,948
| +7% | +$64.9M | 0.06% | 291 |
|
|
2025
Q3 | $908M | Buy |
9,080,803
+64,520
| +0.7% | +$6.28M | 0.06% | 315 |
|
|
2025
Q2 | $853M | Sell |
9,016,283
-163,699
| -2% | -$14.8M | 0.06% | 327 |
|
|
2025
Q1 | $847M | Sell |
9,179,982
-74,300
| -0.8% | -$6.97M | 0.06% | 304 |
|
|
2024
Q4 | $857M | Buy |
9,254,282
+619,482
| +7% | +$59.6M | 0.06% | 297 |
|
|
2024
Q3 | $825M | Buy |
8,634,800
+55,359
| +0.6% | +$5.09M | 0.06% | 299 |
|
|
2024
Q2 | $756M | Buy |
8,579,441
+455,977
| +6% | +$40.2M | 0.06% | 299 |
|
|
2024
Q1 | $735M | Sell |
8,123,464
-7,889,042
| -49% | -$679M | 0.06% | 304 |
|
|
2023
Q4 | $1.35B | Buy |
16,012,506
+8,256,409
| +106% | +$643M | 0.06% | 293 |
|
|
2023
Q3 | $579M | Sell |
7,756,097
-134,816
| -2% | -$10.6M | 0.06% | 313 |
|
|
2023
Q2 | $618M | Buy |
7,890,913
+174,255
| +2% | +$13M | 0.06% | 304 |
|
|
2023
Q1 | $569M | Buy |
7,716,658
+55,376
| +0.7% | +$4.08M | 0.06% | 301 |
|
|
2022
Q4 | $541M | Buy |
7,661,282
+9,027
| +0.1% | +$628K | 0.06% | 317 |
|
|
2022
Q3 | $479M | Sell |
7,652,255
-708,622
| -8% | -$48.9M | 0.07% | 285 |
|
|
2022
Q2 | $559M | Buy |
8,360,877
+141,671
| +2% | +$10.2M | 0.07% | 257 |
|
|
2022
Q1 | $624M | Buy |
8,219,206
+335,224
| +4% | +$25.1M | 0.08% | 229 |
|
|
2021
Q4 | $602M | Buy |
7,883,982
+687,249
| +10% | +$51M | 0.07% | 251 |
|
|
2021
Q3 | $510M | Buy |
7,196,733
+761,166
| +12% | +$55.3M | 0.07% | 259 |
|
|
2021
Q2 | $463M | Sell |
6,435,567
-66,893
| -1% | -$4.81M | 0.06% | 290 |
|
|
2021
Q1 | $448M | Buy |
6,502,460
+541,033
| +9% | +$35.5M | 0.07% | 268 |
|
|
2020
Q4 | $371M | Buy |
5,961,427
+1,061,823
| +22% | +$62.2M | 0.06% | 285 |
|
|
2020
Q3 | $266M | Buy |
4,899,604
+253,574
| +5% | +$13.9M | 0.05% | 314 |
|
|
2020
Q2 | $243M | Buy |
4,646,030
+29,350
| +0.6% | +$1.5M | 0.05% | 297 |
|
|
2020
Q1 | $213M | Buy |
4,616,680
+1,436,677
| +45% | +$82.6M | 0.06% | 291 |
|
|
2019
Q4 | $200M | Buy |
3,180,003
+321,026
| +11% | +$19.4M | 0.05% | 374 |
|
|
2019
Q3 | $165M | Buy |
2,858,977
+131,707
| +5% | +$7.49M | 0.04% | 396 |
|
|
2019
Q2 | $155M | Buy |
2,727,270
+289,766
| +12% | +$16.1M | 0.04% | 415 |
|
|
2019
Q1 | $134M | Buy |
2,437,504
+348,651
| +17% | +$18.6M | 0.04% | 451 |
|
|
2018
Q4 | $103M | Buy |
2,088,853
+1,027,661
| +97% | +$54.6M | 0.03% | 514 |
|
|
2018
Q3 | $59.8M | Buy |
1,061,192
+168,515
| +19% | +$9.42M | 0.02% | 849 |
|
|
2018
Q2 | $47.9M | Buy |
892,677
+22,468
| +3% | +$1.21M | 0.01% | 949 |
|
|
2018
Q1 | $46.2M | Buy |
870,209
+109,738
| +14% | +$6.08M | 0.01% | 972 |
|
|
2017
Q4 | $42.1M | Buy |
760,471
+137,455
| +22% | +$7.39M | 0.01% | 1071 |
|
|
2017
Q3 | $32.6M | Buy |
623,016
+57,401
| +10% | +$2.95M | 0.01% | 1191 |
|
|
2017
Q2 | $28.8M | Buy |
565,615
+160,012
| +39% | +$8.08M | 0.01% | 1246 |
|
|
2017
Q1 | $20.5M | Buy |
405,603
+55,014
| +16% | +$2.77M | 0.01% | 1542 |
|
|
2016
Q4 | $17.2M | Buy |
350,589
+112,185
| +47% | +$5.3M | 0.01% | 1675 |
|
|
2016
Q3 | $11M | Buy |
238,404
+33,609
| +16% | +$1.54M | ﹤0.01% | 1936 |
|
|
2016
Q2 | $9.17M | Buy |
204,795
+31,446
| +18% | +$1.38M | ﹤0.01% | 2054 |
|
|
2016
Q1 | $7.44M | Sell |
173,349
-94,230
| -35% | -$3.83M | ﹤0.01% | 2131 |
|
|
2015
Q4 | $11.4M | Buy |
267,579
+66,126
| +33% | +$2.85M | ﹤0.01% | 1863 |
|
|
2015
Q3 | $8.17M | Sell |
201,453
-18,561
| -8% | -$801K | ﹤0.01% | 2178 |
|
|
2015
Q2 | $9.89M | Sell |
220,014
-21,309
| -9% | -$973K | ﹤0.01% | 2125 |
|
|
2015
Q1 | $10.9M | Sell |
241,323
-9,720
| -4% | -$438K | ﹤0.01% | 1977 |
|
|
2014
Q4 | $11.4M | Sell |
251,043
-12,651
| -5% | -$561K | ﹤0.01% | 1936 |
|
|
2014
Q3 | $11.5M | Sell |
263,694
-267
| -0.1% | -$11.8K | ﹤0.01% | 1905 |
|
|
2014
Q2 | $11.7M | Sell |
263,961
-13,347
| -5% | -$570K | ﹤0.01% | 1890 |
|
|
2014
Q1 | $11.7M | Sell |
277,308
-70,848
| -20% | -$2.9M | ﹤0.01% | 1826 |
|
|
2013
Q4 | $14.3M | Buy |
348,156
+543
| +0.2% | +$21.5K | 0.01% | 1622 |
|
|
2013
Q3 | $13.1M | Buy |
347,613
+276,684
| +390% | +$10.5M | 0.01% | 1556 |
|
|
2013
Q2 | $2.59M | Buy |
+70,929
| New | +$2.58M | ﹤0.01% | 2941 |
|
Other funds holding IUSV
S
BTI
KIM
AL
MFG
Morgan Stanley's IUSV Position: Q1 2026 in Review
Morgan Stanley increased its iShares Core S&P US Value ETF (IUSV) stake by 1.4% in Q1 2026, buying an estimated $14.6M and bringing the position to 9,859,581 shares worth $1.01B. The position accounts for 0.06% of the portfolio, ranked #287.
Morgan Stanley first reported a position in IUSV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.35B in Q4 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.
- Morgan Stanley held 9,859,581 shares of iShares Core S&P US Value ETF worth $1.01B as of Q1 2026.
- Morgan Stanley bought 138,830 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $14.6M.
- iShares Core S&P US Value ETF made up 0.06% of Morgan Stanley's portfolio in Q1 2026, its #287 holding.
- Morgan Stanley first reported a position in iShares Core S&P US Value ETF in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's iShares Core S&P US Value ETF position peaked at $1.35B in Q4 2023.
- 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.