PFS
IUSV icon

Prospera Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Prospera Financial Services’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 		$2.42M Sell
21,952
-4,889
-18% -$529K 0.04% 464
2026
Q1 		$2.75M Buy
26,841
+1,655
+7% +$174K 0.04% 419
2025
Q4 		$2.58M Sell
25,186
-271
-1% -$27.5K 0.04% 419
2025
Q3 		$2.55M Buy
25,457
+1,020
+4% +$99.3K 0.04% 419
2025
Q2 		$2.31M Buy
24,437
+254
+1% +$22.9K 0.04% 426
2025
Q1 		$2.23M Buy
24,183
+321
+1% +$30.1K 0.05% 369
2024
Q4 		$2.21M Sell
23,862
-306
-1% -$29.4K 0.05% 342
2024
Q3 		$2.31M Sell
24,168
-981
-4% -$90.2K 0.06% 306
2024
Q2 		$2.22M Sell
25,149
-938
-4% -$82.7K 0.06% 316
2024
Q1 		$2.36M Sell
26,087
-674
-3% -$58K 0.07% 303
2023
Q4 		$2.26M Buy
26,761
+14,174
+113% +$1.1M 0.07% 288
2023
Q3 		$940K Buy
12,587
+6,087
+94% +$478K 0.04% 429
2023
Q2 		$509K Buy
6,500
+147
+2% +$11K 0.02% 608
2023
Q1 		$469K Sell
6,353
-539
-8% -$39.7K 0.02% 637
2022
Q4 		$487K Sell
6,892
-87
-1% -$6.05K 0.02% 540
2022
Q3 		$437K Buy
6,979
+142
+2% +$9.8K 0.02% 552
2022
Q2 		$458K Buy
6,837
+125
+2% +$8.98K 0.02% 540
2022
Q1 		$510K Sell
6,712
-832
-11% -$62.4K 0.02% 590
2021
Q4 		$576K Sell
7,544
-1,058
-12% -$78.5K 0.02% 531
2021
Q3 		$610K Sell
8,602
-1,710
-17% -$124K 0.03% 479
2021
Q2 		$742K Sell
10,312
-438
-4% -$31.5K 0.04% 434
2021
Q1 		$741K Sell
10,750
-1,289
-11% -$84.6K 0.04% 401
2020
Q4 		$749K Buy
+12,039
New +$705K 0.05% 343
2020
Q3 		– Sell
-10,578
Closed -$552K – 1654
2020
Q2 		$552K Sell
10,578
-5,162
-33% -$264K 0.05% 333
2020
Q1 		$727K Sell
15,740
-154
-1% -$8.86K 0.08% 243
2019
Q4 		$1M Sell
15,894
-2,530
-14% -$153K 0.08% 258
2019
Q3 		$1.06M Sell
18,424
-22,493
-55% -$1.28M 0.11% 177
2019
Q2 		$2.35M Buy
+40,917
New +$2.28M 0.26% 77

Other funds holding IUSV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FG
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Prospera Financial Services's IUSV Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Core S&P US Value ETF (IUSV) stake by 18% in Q2 2026, selling an estimated $529K and leaving 21,952 shares worth $2.42M. The position accounts for 0.04% of the portfolio, ranked #464.

Prospera Financial Services first reported a position in IUSV in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.75M in Q1 2026. 127 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Prospera Financial Services held 21,952 shares of iShares Core S&P US Value ETF worth $2.42M as of Q2 2026.
  • Prospera Financial Services sold 4,889 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $529K.
  • iShares Core S&P US Value ETF made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #464 holding.
  • Prospera Financial Services first reported a position in iShares Core S&P US Value ETF in Q2 2019 and has held it in 28 quarters since.
  • Prospera Financial Services's iShares Core S&P US Value ETF position peaked at $2.75M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.