S
IUSV icon

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

SignatureFD’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 		$537M Buy
4,871,244
+228,962
+5% +$24.8M 7.17% 3
2026
Q1 		$475M Buy
4,642,282
+68,523
+1% +$7.19M 7.27% 2
2025
Q4 		$469M Buy
4,573,759
+84,650
+2% +$8.58M 7.16% 3
2025
Q3 		$449M Buy
4,489,109
+5,244
+0.1% +$510K 7.07% 2
2025
Q2 		$424M Buy
4,483,865
+23,385
+0.5% +$2.11M 7.23% 2
2025
Q1 		$412M Buy
4,460,480
+173,459
+4% +$16.3M 7.79% 2
2024
Q4 		$397M Sell
4,287,021
-21,345
-0.5% -$2.05M 7.52% 2
2024
Q3 		$411M Buy
4,308,366
+37,546
+0.9% +$3.45M 7.84% 2
2024
Q2 		$376M Buy
4,270,820
+28,060
+0.7% +$2.47M 7.65% 2
2024
Q1 		$384M Buy
4,242,760
+24,734
+0.6% +$2.13M 8.1% 2
2023
Q4 		$356M Buy
4,218,026
+196,239
+5% +$15.3M 8.21% 2
2023
Q3 		$300M Buy
4,021,787
+94,899
+2% +$7.45M 7.82% 2
2023
Q2 		$307M Buy
3,926,888
+148,536
+4% +$11.1M 7.85% 2
2023
Q1 		$279M Buy
3,778,352
+132,611
+4% +$9.77M 7.61% 2
2022
Q4 		$257M Buy
3,645,741
+40,652
+1% +$2.83M 7.53% 3
2022
Q3 		$226M Sell
3,605,089
-134,559
-4% -$9.29M 7.73% 3
2022
Q2 		$250M Sell
3,739,648
-103,570
-3% -$7.44M 8.52% 2
2022
Q1 		$292M Sell
3,843,218
-42,532
-1% -$3.19M 8.78% 2
2021
Q4 		$297M Buy
3,885,750
+326,977
+9% +$24.3M 9.12% 2
2021
Q3 		$252M Buy
3,558,773
+2,064,271
+138% +$150M 8.71% 3
2021
Q2 		$108M Buy
1,494,502
+676,963
+83% +$48.7M 4.29% 6
2021
Q1 		$56.3M Buy
817,539
+817,249
+281,810% +$53.6M 2.49% 8
2020
Q4 		$18K Hold
290
– – ﹤0.01% 1493
2020
Q3 		$16K Sell
290
-1,774
-86% -$97K ﹤0.01% 1464
2020
Q2 		$108K Sell
2,064
-13,878
-87% -$709K 0.01% 658
2020
Q1 		$736K Sell
15,942
-9,003
-36% -$518K 0.06% 131
2019
Q4 		$1.57M Buy
24,945
+24,897
+51,869% +$1.5M 0.12% 79
2019
Q3 		$3K Sell
48
-139
-74% -$7.91K ﹤0.01% 1730
2019
Q2 		$11K Buy
+187
New +$10.4K ﹤0.01% 1382

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SignatureFD's IUSV Position: Q2 2026 in Review

SignatureFD increased its iShares Core S&P US Value ETF (IUSV) stake by 4.9% in Q2 2026, buying an estimated $24.8M and bringing the position to 4,871,244 shares worth $537M. The position accounts for 7.17% of the portfolio, ranked #3.

SignatureFD first reported a position in IUSV in Q2 2019 and has held it in 29 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • SignatureFD held 4,871,244 shares of iShares Core S&P US Value ETF worth $537M as of Q2 2026.
  • SignatureFD bought 228,962 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $24.8M.
  • iShares Core S&P US Value ETF made up 7.17% of SignatureFD's portfolio in Q2 2026, its #3 holding.
  • SignatureFD first reported a position in iShares Core S&P US Value ETF in Q2 2019 and has held it in 29 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.