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Southern Capital Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Southern Capital 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
Q2 		$34.3M Buy
311,418
+15,818
+5% +$1.71M 14.33% 1
2026
Q1 		$30.2M Buy
295,600
+2,090
+0.7% +$219K 14.15% 1
2025
Q4 		$30.1M Buy
293,510
+6,655
+2% +$675K 13.89% 1
2025
Q3 		$28.7M Buy
286,855
+5,574
+2% +$543K 13.44% 1
2025
Q2 		$26.6M Buy
281,281
+5,721
+2% +$516K 13.61% 1
2025
Q1 		$25.4M Buy
275,560
+9,212
+3% +$865K 14.1% 1
2024
Q4 		$24.7M Buy
266,348
+5,073
+2% +$488K 13.64% 1
2024
Q3 		$24.9M Buy
261,275
+9,943
+4% +$914K 14.04% 1
2024
Q2 		$22.1M Buy
251,332
+74
+0% +$6.52K 13.62% 1
2024
Q1 		$22.7M Sell
251,258
-5,813
-2% -$500K 13.8% 1
2023
Q4 		$21.7M Sell
257,071
-17,918
-7% -$1.4M 15.4% 1
2023
Q3 		$20.5M Buy
274,989
+7,880
+3% +$618K 17.07% 1
2023
Q2 		$20.9M Sell
267,109
-1,167
-0.4% -$87.2K 15.98% 1
2023
Q1 		$19.8M Buy
268,276
+17,115
+7% +$1.26M 14.65% 1
2022
Q4 		$17.7M Buy
251,161
+8,963
+4% +$623K 13.73% 1
2022
Q3 		$15.2M Buy
242,198
+8,365
+4% +$577K 12.4% 1
2022
Q2 		$15.6M Buy
233,833
+3,834
+2% +$275K 12.4% 2
2022
Q1 		$17.4M Buy
229,999
+17,815
+8% +$1.34M 11.93% 2
2021
Q4 		$16.2M Buy
+212,184
New +$15.7M 10.01% 2

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

Southern Capital Advisors's IUSV Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 5.4% in Q2 2026, buying an estimated $1.71M and bringing the position to 311,418 shares worth $34.3M. The position accounts for 14.33% of the portfolio, ranked #1.

Southern Capital Advisors first reported a position in IUSV in Q4 2021 and has held it in 19 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Southern Capital Advisors held 311,418 shares of iShares Core S&P US Value ETF worth $34.3M as of Q2 2026.
  • Southern Capital Advisors bought 15,818 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.71M.
  • iShares Core S&P US Value ETF made up 14.33% of Southern Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Southern Capital Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.