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SageView Advisory Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

SageView Advisory Group’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 		– Sell
-224
Closed -$23K – 1499
2025
Q4 		$23K Buy
+224
New +$22.7K ﹤0.01% 1398
2024
Q2 		– Sell
-16,743
Closed -$1.85M – 625
2024
Q1 		$1.85M Buy
16,743
+13,143
+365% +$1.13M 0.09% 119
2023
Q4 		$307K Buy
+3,600
New +$280K 0.01% 503
2023
Q1 		– Sell
-6,790
Closed -$480K – 470
2022
Q4 		$480K Buy
+6,790
New +$472K 0.04% 244

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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 $5.16B AUM 18.64% 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

SageView Advisory Group's IUSV Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 224 shares — an estimated $23K sold.

SageView Advisory Group first reported a position in IUSV in Q4 2022 and held it in 4 quarters. The position peaked at $1.85M in Q1 2024. 792 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 224 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $23K.
  • SageView Advisory Group first reported a position in iShares Core S&P US Value ETF in Q4 2022 and held it in 4 quarters.
  • SageView Advisory Group's iShares Core S&P US Value ETF position peaked at $1.85M in Q1 2024.
  • 792 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.