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

Prime Capital 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 		$808K Sell
7,332
-15
-0.2% -$1.62K 0.01% 575
2026
Q1 		$751K Buy
7,347
+1,990
+37% +$209K 0.01% 571
2025
Q4 		$549K Buy
5,357
+230
+4% +$23.3K 0.01% 623
2025
Q3 		$512K Buy
5,127
+68
+1% +$6.62K 0.01% 628
2025
Q2 		$479K Sell
5,059
-1,449
-22% -$131K 0.01% 630
2025
Q1 		$601K Sell
6,508
-17
-0.3% -$1.59K 0.01% 623
2024
Q4 		$604K Buy
6,525
+711
+12% +$68.4K 0.01% 531
2024
Q3 		$555K Sell
5,814
-147
-2% -$13.5K 0.01% 561
2024
Q2 		$525K Sell
5,961
-934
-14% -$82.3K 0.01% 561
2024
Q1 		$624K Sell
6,895
-10,590
-61% -$911K 0.01% 563
2023
Q4 		$1.47M Buy
17,485
+14,144
+423% +$1.1M 0.02% 373
2023
Q3 		$249K Sell
3,341
-201
-6% -$15.8K 0.01% 635
2023
Q2 		$277K Buy
3,542
+264
+8% +$19.7K 0.01% 628
2023
Q1 		$242K Sell
3,278
-462
-12% -$34K 0.01% 473
2022
Q4 		$264K Sell
3,740
-1,578
-30% -$110K 0.01% 444
2022
Q3 		$333K Sell
5,318
-51
-0.9% -$3.52K 0.02% 293
2022
Q2 		$359K Buy
+5,369
New +$386K 0.02% 266
2020
Q2 		– Sell
-42
Closed -$2K – 490
2020
Q1 		$2K Buy
+42
New +$2.42K ﹤0.01% 453

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Prime Capital Investment Advisors's IUSV Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.2% in Q2 2026, selling an estimated $1.62K and leaving 7,332 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #575.

Prime Capital Investment Advisors first reported a position in IUSV in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.47M in Q4 2023. 649 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Prime Capital Investment Advisors held 7,332 shares of iShares Core S&P US Value ETF worth $808K as of Q2 2026.
  • Prime Capital Investment Advisors sold 15 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.62K.
  • iShares Core S&P US Value ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #575 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 18 quarters since.
  • Prime Capital Investment Advisors's iShares Core S&P US Value ETF position peaked at $1.47M in Q4 2023.
  • 649 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.