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

Sage Mountain 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 		$57.2K Hold
560
– – ﹤0.01% 241
2025
Q4 		$57.4K Sell
560
-67
-11% -$6.79K ﹤0.01% 523
2025
Q3 		$62.6K Sell
627
-8
-1% -$779 ﹤0.01% 509
2025
Q2 		$60.1K Sell
635
-23
-3% -$2.08K ﹤0.01% 455
2025
Q1 		$60.7K Buy
658
+98
+18% +$9.2K ﹤0.01% 431
2024
Q4 		$51.8K Hold
560
– – ﹤0.01% 431
2024
Q3 		$53.4K Hold
560
– – ﹤0.01% 438
2024
Q2 		$49.3K Hold
560
– – ﹤0.01% 384
2024
Q1 		$50.6K Hold
560
– – 0.01% 363
2023
Q4 		$47.2K Hold
560
– – 0.01% 310
2023
Q3 		$41.8K Hold
560
– – 0.01% 309
2023
Q2 		$43.8K Hold
560
– – 0.01% 303
2023
Q1 		$41.3K Hold
560
– – 0.01% 287
2022
Q4 		$39.5K Hold
560
– – 0.01% 231
2022
Q3 		$35K Hold
560
– – 0.01% 310
2022
Q2 		$37K Hold
560
– – 0.01% 551
2022
Q1 		$42K Sell
560
-291
-34% -$21.8K 0.01% 563
2021
Q4 		$65K Hold
851
– – 0.01% 609
2021
Q3 		$60K Buy
851
+91
+12% +$6.61K 0.01% 516
2021
Q2 		$55K Buy
760
+159
+26% +$11.4K 0.01% 473
2021
Q1 		$41K Buy
+601
New +$39.4K 0.01% 410

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 $8.74B AUM 14.62% 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

Sage Mountain Advisors's IUSV Position: Q1 2026 in Review

Sage Mountain Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 560 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Sage Mountain Advisors first reported a position in IUSV in Q1 2021 and has held it in 21 quarters since. The position peaked at $65K in Q4 2021. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Sage Mountain Advisors held 560 shares of iShares Core S&P US Value ETF worth $57.2K as of Q1 2026.
  • Sage Mountain Advisors left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #241 holding.
  • Sage Mountain Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Sage Mountain Advisors's iShares Core S&P US Value ETF position peaked at $65K in Q4 2021.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.