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

Mutual 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 		$7.64M Buy
69,391
+5,474
+9% +$592K 0.14% 138
2026
Q1 		$6.54M Buy
63,917
+1,298
+2% +$136K 0.14% 146
2025
Q4 		$6.42M Buy
62,619
+2,320
+4% +$235K 0.14% 151
2025
Q3 		$6.09M Buy
60,299
+3,822
+7% +$372K 0.13% 157
2025
Q2 		$5.49M Buy
56,477
+2,687
+5% +$243K 0.14% 156
2025
Q1 		$4.74M Buy
53,790
+1,495
+3% +$140K 0.14% 154
2024
Q4 		$4.9M Buy
52,295
+2,480
+5% +$239K 0.14% 140
2024
Q3 		$4.77M Buy
49,815
+1,523
+3% +$140K 0.14% 139
2024
Q2 		$4.43M Buy
48,292
+2,874
+6% +$253K 0.13% 152
2024
Q1 		$4.11M Buy
45,418
+2,376
+6% +$205K 0.13% 149
2023
Q4 		$3.63M Buy
43,042
+1,763
+4% +$137K 0.13% 167
2023
Q3 		$3.08M Buy
41,279
+4,270
+12% +$335K 0.12% 172
2023
Q2 		$2.9M Buy
37,009
+4,128
+13% +$308K 0.11% 183
2023
Q1 		$2.43M Sell
32,881
-985
-3% -$72.5K 0.1% 208
2022
Q4 		$2.39M Buy
33,866
+6,244
+23% +$434K 0.11% 193
2022
Q3 		$1.73M Buy
27,622
+2,928
+12% +$202K 0.09% 216
2022
Q2 		$1.65M Buy
24,694
+16,030
+185% +$1.15M 0.11% 219
2022
Q1 		$657K Buy
+8,664
New +$649K 0.04% 496
2021
Q4 		– Sell
-3,029
Closed -$215K – 910
2021
Q3 		$215K Sell
3,029
-64,827
-96% -$4.71M 0.01% 802
2021
Q2 		$4.88M Buy
67,856
+64,289
+1,802% +$4.62M 0.29% 79
2021
Q1 		$246K Sell
3,567
-635
-15% -$41.7K 0.02% 675
2020
Q4 		$261K Buy
4,202
+150
+4% +$8.79K 0.02% 630
2020
Q3 		$220K Sell
4,052
-47
-1% -$2.57K 0.02% 612
2020
Q2 		$214K Buy
+4,099
New +$209K 0.02% 588
2020
Q1 		– Sell
-4,370
Closed -$275K – 607
2019
Q4 		$275K Sell
4,370
-894
-17% -$53.9K 0.03% 483
2019
Q3 		$304K Buy
5,264
+138
+3% +$7.85K 0.04% 416
2019
Q2 		$290K Buy
+5,126
New +$286K 0.04% 449

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

Mutual Advisors's IUSV Position: Q2 2026 in Review

Mutual Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 8.6% in Q2 2026, buying an estimated $592K and bringing the position to 69,391 shares worth $7.64M. The position accounts for 0.14% of the portfolio, ranked #138.

Mutual Advisors first reported a position in IUSV in Q2 2019 and has held it in 27 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Mutual Advisors held 69,391 shares of iShares Core S&P US Value ETF worth $7.64M as of Q2 2026.
  • Mutual Advisors bought 5,474 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $592K.
  • iShares Core S&P US Value ETF made up 0.14% of Mutual Advisors's portfolio in Q2 2026, its #138 holding.
  • Mutual Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2019 and has held it in 27 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.