SLA
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Silver Lake Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History

Silver Lake Advisory’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 		$2.54M Buy
24,832
+881
+4% +$92.4K 1.01% 37
2025
Q4 		$2.46M Buy
23,951
+721
+3% +$73.1K 0.95% 36
2025
Q3 		$2.32M Buy
23,230
+97
+0.4% +$9.44K 0.92% 41
2025
Q2 		$2.19M Sell
23,133
-382
-2% -$34.5K 0.93% 39
2025
Q1 		$2.17M Buy
23,515
+804
+4% +$75.5K 0.95% 41
2024
Q4 		$2.1M Buy
22,711
+180
+0.8% +$17.3K 0.92% 41
2024
Q3 		$2.15M Buy
22,531
+582
+3% +$53.5K 0.88% 44
2024
Q2 		$1.93M Buy
21,949
+1,226
+6% +$108K 0.87% 41
2024
Q1 		$1.87M Buy
20,723
+2,805
+16% +$241K 0.84% 42
2023
Q4 		$1.51M Buy
17,918
+768
+4% +$59.8K 0.85% 42
2023
Q3 		$1.28M Sell
17,150
-45
-0.3% -$3.53K 0.79% 44
2023
Q2 		$1.35M Buy
17,195
+202
+1% +$15.1K 0.72% 45
2023
Q1 		$1.25M Buy
16,993
+830
+5% +$61.1K 0.7% 46
2022
Q4 		$1.14M Buy
16,163
+224
+1% +$15.6K 0.7% 45
2022
Q3 		$998K Buy
15,939
+86
+0.5% +$5.94K 0.58% 50
2022
Q2 		$1.06M Sell
15,853
-80
-0.5% -$5.75K 0.58% 52
2022
Q1 		$1.21M Sell
15,933
-123
-0.8% -$9.22K 0.57% 51
2021
Q4 		$1.23M Buy
16,056
+419
+3% +$31.1K 0.57% 53
2021
Q3 		$1.11M Sell
15,637
-71
-0.5% -$5.16K 0.55% 54
2021
Q2 		$1.14M Buy
15,708
+185
+1% +$13.3K 0.55% 54
2021
Q1 		$1.07M Buy
15,523
+597
+4% +$39.2K 0.54% 57
2020
Q4 		$928K Buy
14,926
+455
+3% +$26.7K 0.51% 57
2020
Q3 		$786K Buy
14,471
+762
+6% +$41.6K 0.48% 55
2020
Q2 		$716K Sell
13,709
-55
-0.4% -$2.81K 0.46% 58
2020
Q1 		$636K Buy
13,764
+1,750
+15% +$101K 0.47% 56
2019
Q4 		$757K Buy
+12,014
New +$724K 0.46% 52

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 $6.53B AUM 20.48% 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

Silver Lake Advisory's IUSV Position: Q1 2026 in Review

Silver Lake Advisory increased its iShares Core S&P US Value ETF (IUSV) stake by 3.7% in Q1 2026, buying an estimated $92.4K and bringing the position to 24,832 shares worth $2.54M. The position accounts for 1.01% of the portfolio, ranked #37.

Silver Lake Advisory first reported a position in IUSV in Q4 2019 and has held it in 26 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Silver Lake Advisory held 24,832 shares of iShares Core S&P US Value ETF worth $2.54M as of Q1 2026.
  • Silver Lake Advisory bought 881 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $92.4K.
  • iShares Core S&P US Value ETF made up 1.01% of Silver Lake Advisory's portfolio in Q1 2026, its #37 holding.
  • Silver Lake Advisory first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 26 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Silver Lake Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.