Sapient Capital
IUSV icon

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
Q3 		$7.21M Buy
65,412
+343
+0.5% +$38.8K 0.1% 100
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

Sapient Capital's IUSV Position: Q3 2026 in Review

Sapient Capital increased its iShares Core S&P US Value ETF (IUSV) stake by 0.53% in Q3 2026, buying an estimated $38.8K and bringing the position to 65,412 shares worth $7.21M. The position accounts for 0.1% of the portfolio, ranked #100.

Sapient Capital first reported a position in IUSV in Q3 2024 and has held it in 9 quarters since. The position peaked at $9.94M in Q4 2025. 97 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Sapient Capital held 65,412 shares of iShares Core S&P US Value ETF worth $7.21M as of Q3 2026.
  • Sapient Capital bought 343 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $38.8K.
  • iShares Core S&P US Value ETF made up 0.1% of Sapient Capital's portfolio in Q3 2026, its #100 holding.
  • Sapient Capital first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 9 quarters since.
  • Sapient Capital's iShares Core S&P US Value ETF position peaked at $9.94M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.