NFG
IUSV icon

Nadler Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Nadler Financial Group’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 		$48.9M Sell
443,540
-9,886
-2% -$1.07M 4.14% 12
2026
Q1 		$46.4M Sell
453,426
-4,909
-1% -$515K 4.47% 11
2025
Q4 		$47M Buy
458,335
+11,503
+3% +$1.17M 4.37% 10
2025
Q3 		$44.7M Buy
446,832
+36,500
+9% +$3.55M 4.26% 9
2025
Q2 		$38.8M Buy
410,332
+2,605
+0.6% +$235K 3.98% 10
2025
Q1 		$37.6M Buy
407,727
+1,514
+0.4% +$142K 4.17% 11
2024
Q4 		$37.6M Buy
406,213
+13,803
+4% +$1.33M 3.96% 12
2024
Q3 		$37.5M Buy
392,410
+3,340
+0.9% +$307K 4.13% 12
2024
Q2 		$34.3M Buy
389,070
+10,541
+3% +$929K 4.03% 12
2024
Q1 		$34.2M Buy
378,529
+14,910
+4% +$1.28M 4.22% 11
2023
Q4 		$30.7M Buy
363,619
+26,906
+8% +$2.1M 4.13% 12
2023
Q3 		$25.1M Buy
336,713
+24,335
+8% +$1.91M 3.81% 13
2023
Q2 		$24.4M Buy
312,378
+163,279
+110% +$12.2M 3.57% 13
2023
Q1 		$11M Buy
+149,099
New +$11M 1.75% 16

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

Nadler Financial Group's IUSV Position: Q2 2026 in Review

Nadler Financial Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.2% in Q2 2026, selling an estimated $1.07M and leaving 443,540 shares worth $48.9M. The position accounts for 4.14% of the portfolio, ranked #12.

Nadler Financial Group first reported a position in IUSV in Q1 2023 and has held it in 14 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Nadler Financial Group held 443,540 shares of iShares Core S&P US Value ETF worth $48.9M as of Q2 2026.
  • Nadler Financial Group sold 9,886 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.07M.
  • iShares Core S&P US Value ETF made up 4.14% of Nadler Financial Group's portfolio in Q2 2026, its #12 holding.
  • Nadler Financial Group first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.