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Soltis Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Soltis Investment 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 		$1.52M Buy
14,852
+4
+0% +$419 0.1% 173
2025
Q4 		$1.52M Buy
+14,848
New +$1.51M 0.1% 168

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

Soltis Investment Advisors's IUSV Position: Q1 2026 in Review

Soltis Investment Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.03% in Q1 2026, buying an estimated $419 and bringing the position to 14,852 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #173.

Soltis Investment Advisors first reported a position in IUSV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.52M in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Soltis Investment Advisors held 14,852 shares of iShares Core S&P US Value ETF worth $1.52M as of Q1 2026.
  • Soltis Investment Advisors bought 4 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $419.
  • iShares Core S&P US Value ETF made up 0.1% of Soltis Investment Advisors's portfolio in Q1 2026, its #173 holding.
  • Soltis Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Soltis Investment Advisors's iShares Core S&P US Value ETF position peaked at $1.52M in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.