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Smartleaf Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Smartleaf Asset Management’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 		$93.9K Sell
935
-668
-42% -$70K ﹤0.01% 1149
2025
Q4 		$166K Buy
1,603
+1,032
+181% +$105K 0.01% 896
2025
Q3 		$56.9K Sell
571
-252
-31% -$24.5K ﹤0.01% 1333
2025
Q2 		$77.5K Buy
+823
New +$74.3K 0.01% 971

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
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
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

Smartleaf Asset Management's IUSV Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 42% in Q1 2026, selling an estimated $70K and leaving 935 shares worth $93.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Smartleaf Asset Management first reported a position in IUSV in Q2 2025 and has held it in 4 quarters since. The position peaked at $166K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Smartleaf Asset Management held 935 shares of iShares Core S&P US Value ETF worth $93.9K as of Q1 2026.
  • Smartleaf Asset Management sold 668 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $70K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1149 holding.
  • Smartleaf Asset Management first reported a position in iShares Core S&P US Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Smartleaf Asset Management's iShares Core S&P US Value ETF position peaked at $166K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.