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

Sanctuary 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 Q2	$26.1M	Buy	236,853 +10,172	+4%	+$1.1M	0.12%	177
2026 Q1	$23.2M	Buy	226,681 +9,814	+5%	+$1.03M	0.13%	181
2025 Q4	$22.2M	Sell	216,867 -3,570	-2%	-$362K	0.12%	183
2025 Q3	$22M	Buy	220,437 +16,474	+8%	+$1.6M	0.13%	176
2025 Q2	$19.3M	Sell	203,963 -14,606	-7%	-$1.32M	0.12%	184
2025 Q1	$20.2M	Sell	218,569 -2,205	-1%	-$207K	0.14%	165
2024 Q4	$21.2M	Sell	220,774 -3,212	-1%	-$309K	0.13%	162
2024 Q3	$22.2M	Sell	223,986 -13,108	-6%	-$1.21M	0.14%	150
2024 Q2	$20.7M	Buy	+237,094	New	+$20.9M	0.15%	139

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Sanctuary Advisors's IUSV Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 4.5% in Q2 2026, buying an estimated $1.1M and bringing the position to 236,853 shares worth $26.1M. The position accounts for 0.12% of the portfolio, ranked #177.

Sanctuary Advisors first reported a position in IUSV in Q2 2024 and has held it in 9 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Sanctuary Advisors held 236,853 shares of iShares Core S&P US Value ETF worth $26.1M as of Q2 2026.
Sanctuary Advisors bought 10,172 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.1M.
iShares Core S&P US Value ETF made up 0.12% of Sanctuary Advisors's portfolio in Q2 2026, its #177 holding.
Sanctuary Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 9 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.