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

Pure Financial 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	$1.18M	Buy	10,713 +28	+0.3%	+$3.03K	0.02%	229
2026 Q1	$1.09M	Sell	10,685 -20	-0.2%	-$2.1K	0.02%	214
2025 Q4	$1.1M	Buy	10,705 +562	+6%	+$57K	0.02%	207
2025 Q3	$1.01M	Buy	10,143 +946	+10%	+$92.1K	0.02%	211
2025 Q2	$870K	Buy	9,197 +495	+6%	+$44.7K	0.02%	215
2025 Q1	$803K	Buy	8,702 +155	+2%	+$14.5K	0.02%	190
2024 Q4	$791K	Sell	8,547 -94	-1%	-$9.04K	0.02%	177
2024 Q3	$825K	Buy	8,641 +228	+3%	+$21K	0.02%	164
2024 Q2	$741K	Sell	8,413 -62	-0.7%	-$5.46K	0.02%	166
2024 Q1	$766K	Sell	8,475 -400	-5%	-$34.4K	0.02%	162
2023 Q4	$748K	Buy	8,875 +337	+4%	+$26.2K	0.03%	158
2023 Q3	$637K	Hold	8,538	–	–	0.03%	151
2023 Q2	$668K	Hold	8,538	–	–	0.03%	144
2023 Q1	$630K	Hold	8,538	–	–	0.03%	148
2022 Q4	$603K	Hold	8,538	–	–	0.03%	144
2022 Q3	$535K	Hold	8,538	–	–	0.03%	148
2022 Q2	$571K	Hold	8,538	–	–	0.04%	142
2022 Q1	$648K	Sell	8,538 -32	-0.4%	-$2.4K	0.03%	135
2021 Q4	$654K	Hold	8,570	–	–	0.03%	126
2021 Q3	$607K	Sell	8,570 -234	-3%	-$17K	0.05%	123
2021 Q2	$634K	Buy	8,804 +60	+0.7%	+$4.32K	0.05%	119
2021 Q1	$602K	Hold	8,744	–	–	0.06%	113
2020 Q4	$544K	Sell	8,744 -1,019	-10%	-$59.7K	0.07%	115
2020 Q3	$530K	Hold	9,763	–	–	0.08%	99
2020 Q2	$510K	Sell	9,763 -4,506	-32%	-$230K	0.08%	92
2020 Q1	$659K	Sell	14,269 -9,196	-39%	-$529K	0.11%	79
2019 Q4	$1.48M	Sell	23,465 -933	-4%	-$56.3K	0.25%	55
2019 Q3	$1.41M	Sell	24,398 -219	-0.9%	-$12.5K	0.25%	54
2019 Q2	$1.4M	Buy	24,617 +1	+0%	+$56	0.25%	54
2019 Q1	$1.35M	Buy	24,616 +2,714	+12%	+$145K	0.25%	55
2018 Q4	$1.07M	Buy	21,902 +12,158	+125%	+$646K	0.22%	55
2018 Q3	$549K	Buy	+9,744	New	+$545K	0.12%	83
2017 Q4	–	Sell	-9,844	Closed	-$515K	–	47
2017 Q3	$515K	Hold	9,844	–	–	0.13%	68
2017 Q2	$501K	Hold	9,844	–	–	0.14%	70
2017 Q1	$497K	Sell	9,844 -300	-3%	-$15.1K	0.14%	64
2016 Q4	$498K	Buy	10,144 +2,862	+39%	+$135K	0.15%	60
2016 Q3	$336K	Sell	7,282 -1,397	-16%	-$64.1K	0.11%	75
2016 Q2	$388K	Buy	8,679 +66	+0.8%	+$2.89K	0.13%	65
2016 Q1	$371K	Buy	+8,613	New	+$350K	0.13%	65

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Pure Financial Advisors's IUSV Position: Q2 2026 in Review

Pure Financial Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.26% in Q2 2026, buying an estimated $3.03K and bringing the position to 10,713 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #229.

Pure Financial Advisors first reported a position in IUSV in Q1 2016 and has held it in 39 quarters since. The position peaked at $1.48M in Q4 2019. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Pure Financial Advisors held 10,713 shares of iShares Core S&P US Value ETF worth $1.18M as of Q2 2026.
Pure Financial Advisors bought 28 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.03K.
iShares Core S&P US Value ETF made up 0.02% of Pure Financial Advisors's portfolio in Q2 2026, its #229 holding.
Pure Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2016 and has held it in 39 quarters since.
Pure Financial Advisors's iShares Core S&P US Value ETF position peaked at $1.48M in Q4 2019.
807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.