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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

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

Simon Quick Advisors's IUSV Position: Q1 2026 in Review

Simon Quick Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.4% in Q1 2026, buying an estimated $839 and bringing the position to 2,001 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #365.

Simon Quick Advisors first reported a position in IUSV in Q1 2017 and has held it in 5 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Simon Quick Advisors held 2,001 shares of iShares Core S&P US Value ETF worth $205K as of Q1 2026.
Simon Quick Advisors bought 8 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $839.
iShares Core S&P US Value ETF made up 0.01% of Simon Quick Advisors's portfolio in Q1 2026, its #365 holding.
Simon Quick Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2017 and has held it in 5 quarters since.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.