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

OneDigital Investment 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
Q1 		$7.74M Buy
75,728
+64
+0.1% +$6.71K 0.08% 207
2025
Q4 		$7.76M Sell
75,664
-670
-0.9% -$67.9K 0.08% 202
2025
Q3 		$7.63M Buy
76,334
+149
+0.2% +$14.5K 0.08% 198
2025
Q2 		$7.21M Sell
76,185
-3,641
-5% -$329K 0.08% 195
2025
Q1 		$7.37M Buy
79,826
+221
+0.3% +$20.7K 0.09% 185
2024
Q4 		$7.37M Buy
79,605
+11,355
+17% +$1.09M 0.09% 183
2024
Q3 		$6.52M Sell
68,250
-2,155
-3% -$198K 0.07% 209
2024
Q2 		$6.2M Buy
70,405
+7,895
+13% +$696K 0.08% 199
2024
Q1 		$5.65M Buy
62,510
+3,815
+6% +$328K 0.09% 182
2023
Q4 		$4.95M Sell
58,695
-6,369
-10% -$496K 0.09% 185
2023
Q3 		$4.86M Sell
65,064
-235
-0.4% -$18.4K 0.11% 153
2023
Q2 		$5.11M Sell
65,299
-1,328
-2% -$99.2K 0.11% 146
2023
Q1 		$4.92M Sell
66,627
-627
-0.9% -$46.2K 0.12% 144
2022
Q4 		$4.75M Sell
67,254
-917
-1% -$63.8K 0.14% 135
2022
Q3 		$4.27M Buy
68,171
+57
+0.1% +$3.94K 0.16% 98
2022
Q2 		$4.55M Buy
68,114
+1,769
+3% +$127K 0.2% 78
2022
Q1 		$5.03M Buy
66,345
+4,883
+8% +$366K 0.19% 77
2021
Q4 		$4.69M Buy
61,462
+11,803
+24% +$875K 0.17% 80
2021
Q3 		$3.52M Buy
+49,659
New +$3.61M 0.14% 98
2019
Q1 		– Sell
-482
Closed -$24K – 1155
2018
Q4 		$24K Sell
482
-318
-40% -$16.9K ﹤0.01% 643
2018
Q3 		$45K Hold
800
– – 0.01% 434
2018
Q2 		$43K Hold
800
– – 0.01% 549
2018
Q1 		$42K Hold
800
– – 0.01% 570
2017
Q4 		$44K Buy
+800
New +$43K 0.01% 551

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

OneDigital Investment Advisors's IUSV Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.08% in Q1 2026, buying an estimated $6.71K and bringing the position to 75,728 shares worth $7.74M. The position accounts for 0.08% of the portfolio, ranked #207.

OneDigital Investment Advisors first reported a position in IUSV in Q4 2017 and has held it in 24 quarters since. The position peaked at $7.76M in Q4 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • OneDigital Investment Advisors held 75,728 shares of iShares Core S&P US Value ETF worth $7.74M as of Q1 2026.
  • OneDigital Investment Advisors bought 64 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $6.71K.
  • iShares Core S&P US Value ETF made up 0.08% of OneDigital Investment Advisors's portfolio in Q1 2026, its #207 holding.
  • OneDigital Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 24 quarters since.
  • OneDigital Investment Advisors's iShares Core S&P US Value ETF position peaked at $7.76M in Q4 2025.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.