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

Savant 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 		$16.3M Buy
148,121
+869
+0.6% +$94K 0.05% 217
2026
Q1 		$15.1M Sell
147,252
-712
-0.5% -$74.7K 0.07% 148
2025
Q4 		$15.2M Sell
147,964
-1,496
-1% -$152K 0.09% 140
2025
Q3 		$14.9M Buy
149,460
+57,313
+62% +$5.58M 0.09% 135
2025
Q2 		$8.72M Sell
92,147
-11,714
-11% -$1.06M 0.06% 161
2025
Q1 		$9.59M Sell
103,861
-10,866
-9% -$1.02M 0.08% 143
2024
Q4 		$10.6M Sell
114,727
-5,879
-5% -$565K 0.08% 149
2024
Q3 		$11.5M Sell
120,606
-9,145
-7% -$841K 0.1% 138
2024
Q2 		$11.4M Buy
129,751
+1,183
+0.9% +$104K 0.11% 126
2024
Q1 		$11.6M Sell
128,568
-1,701
-1% -$146K 0.13% 114
2023
Q4 		$11M Sell
130,269
-2,046
-2% -$159K 0.14% 115
2023
Q3 		$9.87M Sell
132,315
-9,580
-7% -$752K 0.15% 117
2023
Q2 		$11.1M Buy
141,895
+12,661
+10% +$946K 0.17% 104
2023
Q1 		$9.53M Buy
129,234
+7,055
+6% +$520K 0.18% 89
2022
Q4 		$289K Buy
122,179
+118,327
+3,072% +$8.23M 0.01% 472
2022
Q3 		$241K Buy
3,852
+514
+15% +$35.5K 0.01% 471
2022
Q2 		$223K Buy
3,338
+3
+0.1% +$215 0.01% 507
2022
Q1 		$253K Buy
3,335
+88
+3% +$6.6K 0.01% 490
2021
Q4 		$248K Buy
3,247
+154
+5% +$11.4K 0.01% 486
2021
Q3 		$219K Buy
3,093
+7
+0.2% +$508 0.01% 485
2021
Q2 		$222K Sell
3,086
-1,384
-31% -$99.5K 0.01% 455
2021
Q1 		$308K Buy
4,470
+151
+3% +$9.91K 0.02% 373
2020
Q4 		$269K Buy
4,319
+17
+0.4% +$996 0.02% 373
2020
Q3 		$234K Buy
4,302
+18
+0.4% +$984 0.02% 356
2020
Q2 		$224K Sell
4,284
-1,062
-20% -$54.2K 0.02% 363
2020
Q1 		$247K Buy
+5,346
New +$307K 0.02% 325

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
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
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

Savant Capital's IUSV Position: Q2 2026 in Review

Savant Capital increased its iShares Core S&P US Value ETF (IUSV) stake by 0.59% in Q2 2026, buying an estimated $94K and bringing the position to 148,121 shares worth $16.3M. The position accounts for 0.05% of the portfolio, ranked #217.

Savant Capital first reported a position in IUSV in Q1 2020 and has held it in 26 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Savant Capital held 148,121 shares of iShares Core S&P US Value ETF worth $16.3M as of Q2 2026.
  • Savant Capital bought 869 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $94K.
  • iShares Core S&P US Value ETF made up 0.05% of Savant Capital's portfolio in Q2 2026, its #217 holding.
  • Savant Capital first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.