Qube Research & Technologies (QRT)
IUSV icon

Qube Research & Technologies (QRT)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Qube Research & Technologies (QRT)’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
Q1 		$185K Sell
1,807
-4,146
-70% -$435K ﹤0.01% 2974
2025
Q4 		$610K Buy
5,953
+5,476
+1,148% +$555K ﹤0.01% 2740
2025
Q3 		$47.7K Sell
477
-1,210
-72% -$118K ﹤0.01% 3189
2025
Q2 		$160K Sell
1,687
-1,316
-44% -$119K ﹤0.01% 2950
2025
Q1 		$277K Buy
3,003
+128
+4% +$12K ﹤0.01% 2760
2024
Q4 		$266K Sell
2,875
-880
-23% -$84.6K ﹤0.01% 2756
2024
Q3 		$359K Buy
3,755
+1,906
+103% +$175K ﹤0.01% 2375
2024
Q2 		$163K Buy
1,849
+1,149
+164% +$101K ﹤0.01% 2484
2024
Q1 		$63.3K Sell
700
-1,439
-67% -$124K ﹤0.01% 3443
2023
Q4 		$180K Sell
2,139
-2,043
-49% -$159K ﹤0.01% 2838
2023
Q3 		$312K Buy
4,182
+3,762
+896% +$295K ﹤0.01% 2228
2023
Q2 		$29.9K Sell
420
-1,282
-75% -$95.7K ﹤0.01% 2125
2023
Q1 		$126K Sell
1,702
-2,175
-56% -$160K ﹤0.01% 2073
2022
Q4 		$274K Sell
3,877
-1,431
-27% -$99.5K ﹤0.01% 1682
2022
Q3 		$332K Buy
5,308
+5,084
+2,270% +$351K ﹤0.01% 1602
2022
Q2 		$15K Sell
224
-2,343
-91% -$168K ﹤0.01% 2292
2022
Q1 		$195K Buy
2,567
+2,271
+767% +$170K ﹤0.01% 1951
2021
Q4 		$23K Buy
296
+96
+48% +$7.12K ﹤0.01% 2350
2021
Q3 		$14K Sell
200
-336
-63% -$24.4K ﹤0.01% 2008
2021
Q2 		$39K Buy
+536
New +$38.5K ﹤0.01% 2045

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Qube Research & Technologies (QRT)'s IUSV Position: Q1 2026 in Review

Qube Research & Technologies (QRT) reduced its iShares Core S&P US Value ETF (IUSV) stake by 70% in Q1 2026, selling an estimated $435K and leaving 1,807 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2974.

Qube Research & Technologies (QRT) first reported a position in IUSV in Q2 2021 and has held it in 20 quarters since. The position peaked at $610K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Qube Research & Technologies (QRT) held 1,807 shares of iShares Core S&P US Value ETF worth $185K as of Q1 2026.
  • Qube Research & Technologies (QRT) sold 4,146 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $435K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #2974 holding.
  • Qube Research & Technologies (QRT) first reported a position in iShares Core S&P US Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Qube Research & Technologies (QRT)'s iShares Core S&P US Value ETF position peaked at $610K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.