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IUSV icon

SkyOak Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

SkyOak Wealth’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 		$20.9M Sell
189,458
-11,018
-5% -$1.19M 3.41% 6
2026
Q1 		$20.5M Sell
200,476
-545
-0.3% -$57.2K 3.75% 5
2025
Q4 		$20.6M Sell
201,021
-2,515
-1% -$255K 3.71% 5
2025
Q3 		$20.3M Sell
203,536
-3,222
-2% -$314K 3.84% 5
2025
Q2 		$19.6M Buy
206,758
+4,447
+2% +$401K 3.93% 4
2025
Q1 		$18.7M Buy
202,311
+2,973
+1% +$279K 4.09% 4
2024
Q4 		$18.5M Buy
199,338
+1,985
+1% +$191K 3.95% 5
2024
Q3 		$18.8M Buy
197,353
+7,622
+4% +$701K 4.17% 4
2024
Q2 		$16.7M Buy
189,731
+9,109
+5% +$803K 3.9% 6
2024
Q1 		$16.3M Buy
180,622
+136
+0.1% +$11.7K 3.91% 5
2023
Q4 		$15.2M Buy
180,486
+4,831
+3% +$376K 3.96% 4
2023
Q3 		$13.1M Buy
175,655
+2,271
+1% +$178K 3.83% 5
2023
Q2 		$13.6M Buy
173,384
+13,690
+9% +$1.02M 3.83% 3
2023
Q1 		$11.8M Sell
159,694
-3,398
-2% -$250K 3.59% 3
2022
Q4 		$11.5M Buy
163,092
+8,757
+6% +$609K 3.87% 3
2022
Q3 		$9.66M Buy
154,335
+8,396
+6% +$580K 3.46% 4
2022
Q2 		$9.76M Buy
145,939
+6,318
+5% +$454K 3.33% 4
2022
Q1 		$10.6M Buy
139,621
+9,348
+7% +$701K 2.94% 3
2021
Q4 		$9.95M Buy
130,273
+1,053
+0.8% +$78.1K 2.53% 3
2021
Q3 		$9.16M Sell
129,220
-4,971
-4% -$361K 2.47% 5
2021
Q2 		$9.66M Buy
134,191
+2,632
+2% +$189K 2.58% 4
2021
Q1 		$9.38M Sell
131,559
-29,571
-18% -$1.94M 2.61% 4
2020
Q4 		$10M Buy
161,130
+3,711
+2% +$217K 3.12% 3
2020
Q3 		$8.55M Buy
157,419
+3,399
+2% +$186K 3.07% 4
2020
Q2 		$8.04M Buy
+154,020
New +$7.86M 2.97% 3

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

SkyOak Wealth's IUSV Position: Q2 2026 in Review

SkyOak Wealth reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.5% in Q2 2026, selling an estimated $1.19M and leaving 189,458 shares worth $20.9M. The position accounts for 3.41% of the portfolio, ranked #6.

SkyOak Wealth first reported a position in IUSV in Q2 2020 and has held it in 25 quarters since. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • SkyOak Wealth held 189,458 shares of iShares Core S&P US Value ETF worth $20.9M as of Q2 2026.
  • SkyOak Wealth sold 11,018 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.19M.
  • iShares Core S&P US Value ETF made up 3.41% of SkyOak Wealth's portfolio in Q2 2026, its #6 holding.
  • SkyOak Wealth first reported a position in iShares Core S&P US Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.