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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
Q3 		$2.7M Sell
24,493
-343
-1% -$38.8K 0.99% 39
2026
Q2 		$2.74M Buy
24,836
+4
+0% +$433 0.98% 38
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Silver Lake Advisory's IUSV Position: Q3 2026 in Review

Silver Lake Advisory reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.4% in Q3 2026, selling an estimated $38.8K and leaving 24,493 shares worth $2.7M. The position accounts for 0.99% of the portfolio, ranked #39.

Silver Lake Advisory first reported a position in IUSV in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.74M in Q2 2026. 534 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Silver Lake Advisory held 24,493 shares of iShares Core S&P US Value ETF worth $2.7M as of Q3 2026.
  • Silver Lake Advisory sold 343 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $38.8K.
  • iShares Core S&P US Value ETF made up 0.99% of Silver Lake Advisory's portfolio in Q3 2026, its #39 holding.
  • Silver Lake Advisory first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 28 quarters since.
  • Silver Lake Advisory's iShares Core S&P US Value ETF position peaked at $2.74M in Q2 2026.
  • 534 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Silver Lake Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.