Nations Financial Group
IUSV icon

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
Q3 		$1.98M Sell
17,911
-308
-2% -$34.8K 0.1% 217
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% -$6.94K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Nations Financial Group's IUSV Position: Q3 2026 in Review

Nations Financial Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.7% in Q3 2026, selling an estimated $34.8K and leaving 17,911 shares worth $1.98M. The position accounts for 0.1% of the portfolio, ranked #217.

Nations Financial Group first reported a position in IUSV in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.01M in Q2 2026. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Nations Financial Group held 17,911 shares of iShares Core S&P US Value ETF worth $1.98M as of Q3 2026.
  • Nations Financial Group sold 308 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $34.8K.
  • iShares Core S&P US Value ETF made up 0.1% of Nations Financial Group's portfolio in Q3 2026, its #217 holding.
  • Nations Financial Group first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 21 quarters since.
  • Nations Financial Group's iShares Core S&P US Value ETF position peaked at $2.01M in Q2 2026.
  • 733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.