Sapient Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sapient Capital’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	$7.17M	Sell	65,069 -31,460	-33%	-$3.4M	0.09%	101
2026 Q1	$9.87M	Buy	96,529 +305	+0.3%	+$32K	0.15%	87
2025 Q4	$9.94M	Buy	96,224 +150	+0.2%	+$15.2K	0.14%	91
2025 Q3	$9.57M	Buy	96,074 +431	+0.5%	+$42K	0.15%	93
2025 Q2	$9.05M	Buy	95,643 +177	+0.2%	+$16K	0.16%	87
2025 Q1	$8.81M	Buy	95,466 +143	+0.2%	+$13.4K	0.17%	85
2024 Q4	$8.83M	Hold	95,323	–	–	0.17%	86
2024 Q3	$9.1M	Buy	+95,323	New	+$8.76M	0.18%	78

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

Sapient Capital's IUSV Position: Q2 2026 in Review

Sapient Capital reduced its iShares Core S&P US Value ETF (IUSV) stake by 33% in Q2 2026, selling an estimated $3.4M and leaving 65,069 shares worth $7.17M. The position accounts for 0.09% of the portfolio, ranked #101.

Sapient Capital first reported a position in IUSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.94M in Q4 2025. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Sapient Capital held 65,069 shares of iShares Core S&P US Value ETF worth $7.17M as of Q2 2026.
Sapient Capital sold 31,460 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.4M.
iShares Core S&P US Value ETF made up 0.09% of Sapient Capital's portfolio in Q2 2026, its #101 holding.
Sapient Capital first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 8 quarters since.
Sapient Capital's iShares Core S&P US Value ETF position peaked at $9.94M in Q4 2025.
809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.