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Sovereign Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sovereign Financial Group’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 		$1.75M Sell
15,900
-608
-4% -$65.8K 0.27% 64
2026
Q1 		$1.69M Buy
16,508
+1,816
+12% +$190K 0.29% 66
2025
Q4 		$1.51M Buy
14,692
+162
+1% +$16.4K 0.26% 67
2025
Q3 		$1.45M Sell
14,530
-276
-2% -$26.9K 0.27% 67
2025
Q2 		$1.4M Sell
14,806
-224
-1% -$20.2K 0.29% 63
2025
Q1 		$1.39M Sell
15,030
-432
-3% -$40.5K 0.32% 64
2024
Q4 		$1.43M Buy
15,462
+150
+1% +$14.4K 0.33% 60
2024
Q3 		$1.46M Sell
15,312
-266
-2% -$24.5K 0.34% 57
2024
Q2 		$1.37M Sell
15,578
-206
-1% -$18.2K 0.34% 57
2024
Q1 		$1.43M Buy
15,784
+213
+1% +$18.3K 0.38% 50
2023
Q4 		$1.31M Buy
15,571
+4,711
+43% +$367K 0.4% 49
2023
Q3 		$810K Sell
10,860
-1,049
-9% -$82.3K 0.29% 73
2023
Q2 		$932K Sell
11,909
-2,295
-16% -$171K 0.3% 80
2023
Q1 		$1.05M Sell
14,204
-6,712
-32% -$494K 0.39% 66
2022
Q4 		$1.48M Sell
20,916
-2,275
-10% -$158K 0.58% 44
2022
Q3 		$1.45M Sell
23,191
-1,165
-5% -$80.4K 0.59% 40
2022
Q2 		$1.63M Sell
24,356
-386
-2% -$27.7K 0.64% 40
2022
Q1 		$1.88M Sell
24,742
-4,198
-15% -$315K 0.7% 37
2021
Q4 		$2.21M Sell
28,940
-1,881
-6% -$140K 0.89% 25
2021
Q3 		$2.19M Sell
30,821
-2,881
-9% -$209K 1.26% 16
2021
Q2 		$2.32M Hold
33,702
– – 1.41% 16
2021
Q1 		$2.32M Sell
33,702
-1,947
-5% -$128K 1.45% 15
2020
Q4 		$2.22M Buy
+35,649
New +$2.09M 1.6% 16

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

Sovereign Financial Group's IUSV Position: Q2 2026 in Review

Sovereign Financial Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 3.7% in Q2 2026, selling an estimated $65.8K and leaving 15,900 shares worth $1.75M. The position accounts for 0.27% of the portfolio, ranked #64.

Sovereign Financial Group first reported a position in IUSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.32M in Q2 2021. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Sovereign Financial Group held 15,900 shares of iShares Core S&P US Value ETF worth $1.75M as of Q2 2026.
  • Sovereign Financial Group sold 608 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $65.8K.
  • iShares Core S&P US Value ETF made up 0.27% of Sovereign Financial Group's portfolio in Q2 2026, its #64 holding.
  • Sovereign Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's iShares Core S&P US Value ETF position peaked at $2.32M in Q2 2021.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.