SOS
IUSV icon

Silver Oak Securities’s iShares Core S&P US Value ETF IUSV Stock Holding History

Silver Oak Securities’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 		$320K Sell
2,905
-332
-10% -$35.9K 0.02% 613
2026
Q1 		$331K Buy
3,237
+266
+9% +$27.9K 0.02% 568
2025
Q4 		$307K Sell
2,971
-34,156
-92% -$3.46M 0.02% 625
2025
Q3 		$3.71M Buy
37,127
+154
+0.4% +$15K 0.28% 78
2025
Q2 		$3.5M Buy
36,973
+984
+3% +$88.8K 0.28% 73
2025
Q1 		$3.29M Sell
35,989
-732
-2% -$68.7K 0.3% 73
2024
Q4 		$3.4M Sell
36,721
-27,187
-43% -$2.61M 0.32% 71
2024
Q3 		$6.08M Sell
63,908
-212
-0.3% -$19.5K 0.64% 36
2024
Q2 		$5.65M Sell
64,120
-1,604
-2% -$141K 0.85% 30
2024
Q1 		$5.94M Sell
65,724
-2,365
-3% -$204K 0.91% 26
2023
Q4 		$5.74M Buy
68,089
+55,115
+425% +$4.29M 0.77% 31
2023
Q3 		$968K Sell
12,974
-32,876
-72% -$2.58M 0.21% 83
2023
Q2 		$3.59M Sell
45,850
-1,128
-2% -$84.2K 0.58% 34
2023
Q1 		$3.47M Sell
46,978
-1,999
-4% -$147K 0.57% 37
2022
Q4 		$3.46M Buy
48,977
+36,003
+278% +$2.5M 0.65% 33
2022
Q3 		$968K Sell
12,974
-34,474
-73% -$2.38M 0.21% 83
2022
Q2 		$3.25M Sell
47,448
-3,817
-7% -$274K 0.73% 27
2022
Q1 		$3.91M Buy
+51,265
New +$3.84M 0.79% 21

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

Silver Oak Securities's IUSV Position: Q2 2026 in Review

Silver Oak Securities reduced its iShares Core S&P US Value ETF (IUSV) stake by 10% in Q2 2026, selling an estimated $35.9K and leaving 2,905 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #613.

Silver Oak Securities first reported a position in IUSV in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.08M in Q3 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Silver Oak Securities held 2,905 shares of iShares Core S&P US Value ETF worth $320K as of Q2 2026.
  • Silver Oak Securities sold 332 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $35.9K.
  • iShares Core S&P US Value ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #613 holding.
  • Silver Oak Securities first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's iShares Core S&P US Value ETF position peaked at $6.08M in Q3 2024.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.