Park Avenue Securities’s iShares Core S&P US Value ETF IUSV Stock Holding History

Park Avenue Securities’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	$1.66M	Sell	15,080 -3,080	-17%	-$333K	0.01%	755
2026 Q1	$1.86M	Buy	+18,160	New	+$1.9M	0.01%	584
2025 Q4	–	Sell	-4,979	Closed	-$496K	–	1611
2025 Q3	$496K	Buy	4,979 +37	+0.7%	+$3.6K	﹤0.01%	1189
2025 Q2	$468K	Buy	+4,942	New	+$446K	﹤0.01%	1097
2025 Q1	–	Sell	-3,938	Closed	-$365K	–	1356
2024 Q4	$365K	Buy	3,938 +1,606	+69%	+$154K	﹤0.01%	1202
2024 Q3	$223K	Buy	2,332 +60	+3%	+$5.52K	﹤0.01%	1305
2024 Q2	$200K	Buy	+2,272	New	+$200K	﹤0.01%	1319
2021 Q4	–	Sell	-3,707	Closed	-$263K	–	1121
2021 Q3	$263K	Sell	3,707 -276	-7%	-$20K	0.01%	903
2021 Q2	$287K	Buy	+3,983	New	+$286K	0.01%	852

Other funds holding IUSV

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Park Avenue Securities's IUSV Position: Q2 2026 in Review

Park Avenue Securities reduced its iShares Core S&P US Value ETF (IUSV) stake by 17% in Q2 2026, selling an estimated $333K and leaving 15,080 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #755.

Park Avenue Securities first reported a position in IUSV in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.86M in Q1 2026. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Park Avenue Securities held 15,080 shares of iShares Core S&P US Value ETF worth $1.66M as of Q2 2026.
Park Avenue Securities sold 3,080 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $333K.
iShares Core S&P US Value ETF made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #755 holding.
Park Avenue Securities first reported a position in iShares Core S&P US Value ETF in Q2 2021 and has held it in 9 quarters since.
Park Avenue Securities's iShares Core S&P US Value ETF position peaked at $1.86M in Q1 2026.
251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.