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

Nations 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 		$2.01M Buy
18,219
+230
+1% +$24.9K 0.1% 223
2026
Q1 		$1.84M Sell
17,989
-113
-0.6% -$11.8K 0.09% 232
2025
Q4 		$1.86M Sell
18,102
-1,166
-6% -$118K 0.1% 220
2025
Q3 		$1.93M Sell
19,268
-33
-0.2% -$3.21K 0.12% 198
2025
Q2 		$1.83M Buy
19,301
+874
+5% +$78.9K 0.13% 190
2025
Q1 		$1.7M Sell
18,427
-74
-0.4% -$6.95K 0.13% 188
2024
Q4 		$1.71M Sell
18,501
-312
-2% -$30K 0.13% 194
2024
Q3 		$1.8M Sell
18,813
-94
-0.5% -$8.64K 0.13% 186
2024
Q2 		$1.67M Buy
18,907
+7,360
+64% +$649K 0.14% 171
2024
Q1 		$1.04M Hold
11,547
– – 0.09% 252
2023
Q4 		$974K Sell
11,547
-295
-2% -$23K 0.09% 251
2023
Q3 		$884K Sell
11,842
-189
-2% -$14.8K 0.09% 250
2023
Q2 		$942K Sell
12,031
-107
-0.9% -$7.99K 0.09% 249
2023
Q1 		$896K Buy
12,138
+142
+1% +$10.5K 0.09% 246
2022
Q4 		$847K Buy
11,996
+78
+0.7% +$5.42K 0.1% 247
2022
Q3 		$746K Sell
11,918
-25
-0.2% -$1.73K 0.11% 208
2022
Q2 		$799K Buy
11,943
+1,458
+14% +$105K 0.11% 216
2022
Q1 		$796K Buy
10,485
+3,262
+45% +$244K 0.1% 233
2021
Q4 		$551K Buy
7,223
+3,447
+91% +$256K 0.07% 279
2021
Q3 		$268K Buy
+3,776
New +$274K 0.04% 382

Other funds holding IUSV

S
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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

Nations Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 1.3% in Q2 2026, buying an estimated $24.9K and bringing the position to 18,219 shares worth $2.01M. The position accounts for 0.1% of the portfolio, ranked #223.

Nations Financial Group first reported a position in IUSV in Q3 2021 and has held it in 20 quarters since. 238 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Nations Financial Group held 18,219 shares of iShares Core S&P US Value ETF worth $2.01M as of Q2 2026.
  • Nations Financial Group bought 230 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $24.9K.
  • iShares Core S&P US Value ETF made up 0.1% of Nations Financial Group's portfolio in Q2 2026, its #223 holding.
  • Nations Financial Group first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 238 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.