Roble Belko & Company’s iShares Core S&P US Value ETF IUSV Stock Holding History

Roble Belko & Company’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	$600K	Sell	5,864 -51	-0.9%	-$5.35K	0.08%	75
2025 Q4	$607K	Hold	5,915	–	–	0.08%	73
2025 Q3	$591K	Hold	5,915	–	–	0.08%	72
2025 Q2	$560K	Buy	5,915 +27	+0.5%	+$2.44K	0.08%	73
2025 Q1	$543K	Buy	5,888 +24	+0.4%	+$2.25K	0.09%	72
2024 Q4	$543K	Hold	5,864	–	–	0.09%	73
2024 Q3	$560K	Hold	5,864	–	–	0.09%	70
2024 Q2	$517K	Hold	5,864	–	–	0.09%	71
2024 Q1	$530K	Hold	5,864	–	–	0.09%	68
2023 Q4	$495K	Hold	5,864	–	–	0.09%	62
2023 Q3	$438K	Hold	5,864	–	–	0.09%	64
2023 Q2	$459K	Hold	5,864	–	–	0.09%	61
2023 Q1	$433K	Hold	5,864	–	–	0.09%	64
2022 Q4	$414K	Hold	5,864	–	–	0.09%	72
2022 Q3	$367K	Hold	5,864	–	–	0.09%	71
2022 Q2	$392K	Hold	5,864	–	–	0.09%	67
2022 Q1	$445K	Hold	5,864	–	–	0.08%	67
2021 Q4	$448K	Hold	5,864	–	–	0.08%	63
2021 Q3	$416K	Hold	5,864	–	–	0.09%	58
2021 Q2	$422K	Hold	5,864	–	–	0.1%	61
2021 Q1	$404K	Hold	5,864	–	–	0.1%	58
2020 Q4	$365K	Hold	5,864	–	–	0.1%	60
2020 Q3	$318K	Hold	5,864	–	–	0.09%	60
2020 Q2	$306K	Hold	5,864	–	–	0.09%	63
2020 Q1	$271K	Hold	5,864	–	–	0.09%	71
2019 Q4	$370K	Hold	5,864	–	–	0.1%	66
2019 Q3	$339K	Sell	5,864 -250	-4%	-$14.2K	0.1%	61
2019 Q2	$346K	Hold	6,114	–	–	0.11%	60
2019 Q1	$335K	Hold	6,114	–	–	0.11%	56
2018 Q4	$300K	Hold	6,114	–	–	0.12%	59
2018 Q3	$345K	Hold	6,114	–	–	0.13%	44
2018 Q2	$328K	Hold	6,114	–	–	0.13%	44
2018 Q1	$325K	Hold	6,114	–	–	0.13%	47
2017 Q4	$339K	Hold	6,114	–	–	0.14%	42
2017 Q3	$320K	Hold	6,114	–	–	0.14%	43
2017 Q2	$311K	Hold	6,114	–	–	0.15%	42
2017 Q1	$309K	Hold	6,114	–	–	0.15%	43
2016 Q4	$300K	Hold	6,114	–	–	0.16%	45
2016 Q3	$282K	Hold	6,114	–	–	0.15%	46
2016 Q2	$274K	Hold	6,114	–	–	0.15%	48
2016 Q1	$262K	Hold	6,114	–	–	0.15%	48
2015 Q4	$260K	Hold	6,114	–	–	0.16%	48
2015 Q3	$248K	Hold	6,114	–	–	0.15%	50
2015 Q2	$275K	Hold	6,114	–	–	0.16%	47
2015 Q1	$275K	Buy	+6,114	New	+$276K	0.16%	44

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 $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

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

Roble Belko & Company's IUSV Position: Q1 2026 in Review

Roble Belko & Company reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.86% in Q1 2026, selling an estimated $5.35K and leaving 5,864 shares worth $600K. The position accounts for 0.08% of the portfolio, ranked #75.

Roble Belko & Company first reported a position in IUSV in Q1 2015 and has held it in 45 quarters since. The position peaked at $607K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Roble Belko & Company held 5,864 shares of iShares Core S&P US Value ETF worth $600K as of Q1 2026.
Roble Belko & Company sold 51 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $5.35K.
iShares Core S&P US Value ETF made up 0.08% of Roble Belko & Company's portfolio in Q1 2026, its #75 holding.
Roble Belko & Company first reported a position in iShares Core S&P US Value ETF in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's iShares Core S&P US Value ETF position peaked at $607K in Q4 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.