Mount Yale Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Mount Yale Investment 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	$17M	Buy	154,658 +115,682	+297%	+$12.5M	0.32%	67
2026 Q1	$3.99M	Buy	+38,976	New	+$4.09M	0.09%	223
2025 Q3	–	Sell	-275	Closed	-$26K	–	1134
2025 Q2	$26K	Buy	+275	New	+$24.8K	﹤0.01%	989
2019 Q4	–	Sell	-17,979	Closed	-$1.09M	–	332
2019 Q3	$1.09M	Hold	17,979	–	–	0.2%	107
2019 Q2	$995K	Hold	17,979	–	–	0.18%	113
2019 Q1	$986K	Sell	17,979 -279	-2%	-$14.9K	0.18%	114
2018 Q4	$976K	Buy	+18,258	New	+$971K	0.2%	114

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Mount Yale Investment Advisors's IUSV Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 297% in Q2 2026, buying an estimated $12.5M and bringing the position to 154,658 shares worth $17M. The position accounts for 0.32% of the portfolio, ranked #67.

Mount Yale Investment Advisors first reported a position in IUSV in Q4 2018 and has held it in 7 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Mount Yale Investment Advisors held 154,658 shares of iShares Core S&P US Value ETF worth $17M as of Q2 2026.
Mount Yale Investment Advisors bought 115,682 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $12.5M.
iShares Core S&P US Value ETF made up 0.32% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #67 holding.
Mount Yale Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 7 quarters since.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.