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

Parallel 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 		$471K Sell
4,602
-259
-5% -$27.2K 0.01% 745
2025
Q4 		$499K Buy
4,861
+101
+2% +$10.2K 0.01% 690
2025
Q3 		$476K Buy
4,760
+120
+3% +$11.7K 0.01% 684
2025
Q2 		$439K Sell
4,640
-30
-0.6% -$2.71K 0.01% 684
2025
Q1 		$431K Sell
4,670
-1,487
-24% -$140K 0.01% 635
2024
Q4 		$570K Sell
6,157
-71
-1% -$6.83K 0.01% 553
2024
Q3 		$595K Hold
6,228
– – 0.01% 521
2024
Q2 		$549K Buy
6,228
+112
+2% +$9.87K 0.01% 511
2024
Q1 		$553K Buy
6,116
+1,477
+32% +$127K 0.02% 508
2023
Q4 		$391K Buy
4,639
+62
+1% +$4.83K 0.01% 565
2023
Q3 		$342K Buy
4,577
+684
+18% +$53.7K 0.01% 583
2023
Q2 		$305K Sell
3,893
-8,438
-68% -$630K 0.01% 619
2023
Q1 		$910K Buy
12,331
+1,277
+12% +$94K 0.03% 333
2022
Q4 		$781K Buy
11,054
+3
+0% +$209 0.03% 302
2022
Q3 		$692K Buy
11,051
+7,461
+208% +$515K 0.03% 311
2022
Q2 		$240K Buy
3,590
+2,102
+141% +$151K 0.01% 611
2022
Q1 		$114K Buy
1,488
+1,342
+919% +$101K ﹤0.01% 944
2021
Q4 		$11K Buy
+146
New +$10.8K ﹤0.01% 2068
2019
Q3 		– Sell
-942
Closed -$53K – 2443
2019
Q2 		$53K Hold
942
– – 0.01% 875
2019
Q1 		$52K Hold
942
– – 0.01% 843
2018
Q4 		$46K Buy
+942
New +$50.1K 0.01% 777
2017
Q3 		– Sell
-66
Closed -$3K – 2156
2017
Q2 		$3K Hold
66
– – ﹤0.01% 1769
2017
Q1 		$3K Hold
66
– – ﹤0.01% 1683
2016
Q4 		$3K Buy
+66
New +$3.12K ﹤0.01% 1532

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 $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Parallel Advisors's IUSV Position: Q1 2026 in Review

Parallel Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.3% in Q1 2026, selling an estimated $27.2K and leaving 4,602 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #745.

Parallel Advisors first reported a position in IUSV in Q4 2016 and has held it in 24 quarters since. The position peaked at $910K in Q1 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Parallel Advisors held 4,602 shares of iShares Core S&P US Value ETF worth $471K as of Q1 2026.
  • Parallel Advisors sold 259 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $27.2K.
  • iShares Core S&P US Value ETF made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #745 holding.
  • Parallel Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2016 and has held it in 24 quarters since.
  • Parallel Advisors's iShares Core S&P US Value ETF position peaked at $910K in Q1 2023.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.