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IUSV icon

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

NewEdge 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 		$14.3M Sell
130,015
-197
-0.2% -$21.3K 0.04% 392
2026
Q1 		$13.3M Buy
130,212
+6,917
+6% +$725K 0.05% 371
2025
Q4 		$12.6M Buy
123,295
+865
+0.7% +$87.7K 0.05% 362
2025
Q3 		$12.2M Buy
122,430
+2,631
+2% +$256K 0.06% 343
2025
Q2 		$11.3M Buy
119,799
+79,492
+197% +$7.17M 0.06% 338
2025
Q1 		$3.72M Sell
40,307
-2,448
-6% -$230K 0.02% 610
2024
Q4 		$3.96M Buy
42,755
+5,173
+14% +$498K 0.02% 580
2024
Q3 		$3.59M Buy
37,582
+7,851
+26% +$722K 0.02% 583
2024
Q2 		$2.62M Buy
29,731
+1,331
+5% +$117K 0.02% 653
2024
Q1 		$2.57M Buy
28,400
+2,370
+9% +$204K 0.02% 603
2023
Q4 		$2.19M Buy
26,030
+7,603
+41% +$592K 0.02% 625
2023
Q3 		$1.38M Buy
18,427
+1,789
+11% +$140K 0.02% 732
2023
Q2 		$1.3M Sell
16,638
-798
-5% -$59.6K 0.01% 749
2023
Q1 		$1.28M Sell
17,436
-7,863
-31% -$579K 0.02% 693
2022
Q4 		$1.36M Buy
25,299
+10,425
+70% +$725K 0.04% 422
2022
Q3 		$931K Buy
14,874
+869
+6% +$60K 0.02% 670
2022
Q2 		$936K Sell
14,005
-4,983
-26% -$358K 0.02% 695
2022
Q1 		$1.44M Buy
18,988
+1,713
+10% +$128K 0.02% 523
2021
Q4 		$1.32M Buy
17,275
+10,338
+149% +$767K 0.02% 610
2021
Q3 		$492K Sell
6,937
-1,192
-15% -$86.6K 0.01% 752
2021
Q2 		$585K Buy
8,129
+2
+0% +$144 0.02% 698
2021
Q1 		$560K Sell
8,127
-3,546
-30% -$233K 0.02% 631
2020
Q4 		$726K Buy
11,673
+6,359
+120% +$373K 0.02% 495
2020
Q3 		$289K Sell
5,314
-440
-8% -$24K 0.01% 722
2020
Q2 		$301K Buy
+5,754
New +$294K 0.01% 673
2017
Q3 		– Sell
-153
Closed -$7.79K – 730
2017
Q2 		$7.79K Buy
+153
New +$7.73K ﹤0.01% 1043

Other funds holding IUSV

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NewEdge Advisors's IUSV Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.15% in Q2 2026, selling an estimated $21.3K and leaving 130,015 shares worth $14.3M. The position accounts for 0.04% of the portfolio, ranked #392.

NewEdge Advisors first reported a position in IUSV in Q2 2017 and has held it in 26 quarters since. 687 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • NewEdge Advisors held 130,015 shares of iShares Core S&P US Value ETF worth $14.3M as of Q2 2026.
  • NewEdge Advisors sold 197 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $21.3K.
  • iShares Core S&P US Value ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #392 holding.
  • NewEdge Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2017 and has held it in 26 quarters since.
  • 687 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.