Simon Quick Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Simon Quick 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 Q3	$223K	Buy	2,018 +9	+0.4%	+$1.02K	0.01%	424
2026 Q2	$221K	Buy	2,009 +8	+0.4%	+$866	0.01%	389
2026 Q1	$205K	Buy	2,001 +8	+0.4%	+$839	0.01%	365
2025 Q4	$204K	Buy	+1,993	New	+$202K	0.01%	377
2019 Q2	–	Sell	-18	Closed	-$1K	–	541
2019 Q1	$1K	Buy	+18	New	+$962	﹤0.01%	386
2017 Q4	–	Sell	-255	Closed	-$13K	–	524
2017 Q3	$13K	Buy	+255	New	+$13.1K	﹤0.01%	400
2017 Q2	–	Sell	-255	Closed	-$13K	–	332
2017 Q1	$13K	Buy	+255	New	+$12.8K	0.01%	240

Other funds holding IUSV

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Simon Quick Advisors's IUSV Position: Q3 2026 in Review

Simon Quick Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.45% in Q3 2026, buying an estimated $1.02K and bringing the position to 2,018 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #424.

Simon Quick Advisors first reported a position in IUSV in Q1 2017 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Simon Quick Advisors held 2,018 shares of iShares Core S&P US Value ETF worth $223K as of Q3 2026.
Simon Quick Advisors bought 9 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $1.02K.
iShares Core S&P US Value ETF made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #424 holding.
Simon Quick Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2017 and has held it in 7 quarters since.
317 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.