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 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 $1.37T 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 22.96% 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 $5.16B AUM 18.64% 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: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 38,976 shares worth $3.99M. The stake represents 0.09% of the portfolio and ranks #223 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IUSV as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in IUSV in Q4 2018 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Mount Yale Investment Advisors held 38,976 shares of iShares Core S&P US Value ETF worth $3.99M as of Q1 2026.
iShares Core S&P US Value ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares Core S&P US Value ETF made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #223 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 6 quarters since.
788 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.