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

Perennial 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
Q2 		$1.33M Buy
12,108
+1,070
+10% +$116K 0.09% 186
2026
Q1 		$1.13M Buy
11,038
+1,694
+18% +$178K 0.09% 181
2025
Q4 		$958K Sell
9,344
-1,399
-13% -$142K 0.08% 193
2025
Q3 		$1.07M Buy
10,743
+660
+7% +$64.2K 0.09% 175
2025
Q2 		$954K Buy
10,083
+475
+5% +$42.9K 0.09% 183
2025
Q1 		$887K Buy
9,608
+337
+4% +$31.6K 0.1% 175
2024
Q4 		$858K Buy
9,271
+213
+2% +$20.5K 0.1% 166
2024
Q3 		$865K Sell
9,058
-507
-5% -$46.6K 0.11% 159
2024
Q2 		$843K Buy
9,565
+2,084
+28% +$184K 0.12% 141
2024
Q1 		$677K Sell
7,481
-324
-4% -$27.9K 0.1% 160
2023
Q4 		$658K Sell
7,805
-329
-4% -$25.6K 0.11% 156
2023
Q3 		$607K Sell
8,134
-332
-4% -$26.1K 0.11% 153
2023
Q2 		$663K Buy
8,466
+72
+0.9% +$5.38K 0.12% 145
2023
Q1 		$619K Buy
+8,394
New +$618K 0.12% 149
2022
Q3 		– Sell
-3,043
Closed -$205K – 219
2022
Q2 		$205K Hold
3,043
– – 0.08% 186
2022
Q1 		$231K Buy
3,043
+173
+6% +$13K 0.07% 186
2021
Q4 		$218K Sell
2,870
-173
-6% -$12.8K 0.07% 207
2021
Q3 		$216K Buy
+3,043
New +$221K 0.08% 198

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Perennial Investment Advisors's IUSV Position: Q2 2026 in Review

Perennial Investment Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 9.7% in Q2 2026, buying an estimated $116K and bringing the position to 12,108 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #186.

Perennial Investment Advisors first reported a position in IUSV in Q3 2021 and has held it in 18 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Perennial Investment Advisors held 12,108 shares of iShares Core S&P US Value ETF worth $1.33M as of Q2 2026.
  • Perennial Investment Advisors bought 1,070 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $116K.
  • iShares Core S&P US Value ETF made up 0.09% of Perennial Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • Perennial Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 18 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.