SFA
IUSV icon

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

Sequoia Financial 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 		$76.6M Sell
695,001
-649
-0.1% -$70.2K 0.38% 52
2026
Q1 		$71.1M Buy
695,650
+360
+0.1% +$37.8K 0.4% 51
2025
Q4 		$71.3M Buy
695,290
+687,207
+8,502% +$69.7M 0.4% 52
2025
Q3 		$808K Buy
8,083
+922
+13% +$89.8K ﹤0.01% 892
2025
Q2 		$678K Sell
7,161
-6,703
-48% -$605K ﹤0.01% 865
2025
Q1 		$1.28M Sell
13,864
-97
-0.7% -$9.1K 0.01% 543
2024
Q4 		$1.29M Sell
13,961
-62
-0.4% -$5.96K 0.01% 509
2024
Q3 		$1.34M Buy
14,023
+89
+0.6% +$8.18K 0.01% 463
2024
Q2 		$1.23M Sell
13,934
-644
-4% -$56.8K 0.01% 432
2024
Q1 		$1.32M Sell
14,578
-918
-6% -$79K 0.02% 415
2023
Q4 		$1.31M Sell
15,496
-2,657
-15% -$207K 0.02% 454
2023
Q3 		$1.35M Sell
18,153
-768
-4% -$60.3K 0.02% 284
2023
Q2 		$1.48M Sell
18,921
-3,794
-17% -$283K 0.03% 279
2023
Q1 		$1.68M Sell
22,715
-1,846
-8% -$136K 0.04% 238
2022
Q4 		$1.73M Sell
24,561
-1,713
-7% -$119K 0.04% 214
2022
Q3 		$1.65M Sell
26,274
-660
-2% -$45.6K 0.05% 168
2022
Q2 		$1.8M Sell
26,934
-2,839
-10% -$204K 0.05% 187
2022
Q1 		$2.26M Buy
29,773
+2,714
+10% +$203K 0.06% 180
2021
Q4 		$2.07M Buy
+27,059
New +$2.01M 0.06% 178
2021
Q3 		– Sell
-23,773
Closed -$1.71M – 351
2021
Q2 		$1.71M Buy
23,773
+3,276
+16% +$236K 0.06% 164
2021
Q1 		$1.41M Sell
20,497
-844
-4% -$55.4K 0.06% 159
2020
Q4 		$1.33M Sell
21,341
-519
-2% -$30.4K 0.06% 158
2020
Q3 		$1.19M Sell
21,860
-34
-0.2% -$1.86K 0.06% 152
2020
Q2 		$1.14M Buy
21,894
+2,205
+11% +$113K 0.07% 136
2020
Q1 		$909K Buy
19,689
+4,713
+31% +$271K 0.07% 132
2019
Q4 		$944K Buy
14,976
+1,617
+12% +$97.5K 0.06% 146
2019
Q3 		$772K Sell
13,359
-2,122
-14% -$121K 0.06% 147
2019
Q2 		$877K Buy
15,481
+4,767
+44% +$266K 0.07% 138
2019
Q1 		$587K Buy
10,714
+4,016
+60% +$215K 0.05% 165
2018
Q4 		$329K Buy
+6,698
New +$356K 0.04% 193

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

Sequoia Financial Advisors's IUSV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.09% in Q2 2026, selling an estimated $70.2K and leaving 695,001 shares worth $76.6M. The position accounts for 0.38% of the portfolio, ranked #52.

Sequoia Financial Advisors first reported a position in IUSV in Q4 2018 and has held it in 30 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Sequoia Financial Advisors held 695,001 shares of iShares Core S&P US Value ETF worth $76.6M as of Q2 2026.
  • Sequoia Financial Advisors sold 649 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $70.2K.
  • iShares Core S&P US Value ETF made up 0.38% of Sequoia Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Sequoia Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.