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

Savvy Advisors Inc’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 		$389K Buy
3,800
+236
+7% +$24.7K 0.01% 757
2025
Q4 		$365K Buy
3,564
+1,296
+57% +$131K 0.01% 688
2025
Q3 		$227K Sell
2,268
-226
-9% -$22K 0.01% 740
2025
Q2 		$236K Buy
+2,494
New +$225K 0.02% 543

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.8B AUM 14.71% 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

Savvy Advisors Inc's IUSV Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Core S&P US Value ETF (IUSV) stake by 6.6% in Q1 2026, buying an estimated $24.7K and bringing the position to 3,800 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #757.

Savvy Advisors Inc first reported a position in IUSV in Q2 2025 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Savvy Advisors Inc held 3,800 shares of iShares Core S&P US Value ETF worth $389K as of Q1 2026.
  • Savvy Advisors Inc bought 236 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $24.7K.
  • iShares Core S&P US Value ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #757 holding.
  • Savvy Advisors Inc first reported a position in iShares Core S&P US Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.