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

Riverstone 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 Q1	$204K	Buy	+1,993	New	+$209K	0.1%	72

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

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

Riverstone Advisors's IUSV Position: Q1 2026 in Review

Riverstone Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 1,993 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #72 among its holdings.

787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Riverstone Advisors held 1,993 shares of iShares Core S&P US Value ETF worth $204K as of Q1 2026.
iShares Core S&P US Value ETF was a new Riverstone Advisors position in Q1 2026.
iShares Core S&P US Value ETF made up 0.1% of Riverstone Advisors's portfolio in Q1 2026, its #72 holding.
787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Riverstone Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.