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

Sovran 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 		$483K Buy
4,256
+843
+25% +$91.2K 0.04% 389
2026
Q1 		$370K Buy
3,413
+561
+20% +$58.8K 0.03% 417
2025
Q4 		$301K Buy
2,852
+177
+7% +$17.9K 0.03% 446
2025
Q3 		$269K Sell
2,675
-129
-5% -$12.6K 0.02% 452
2025
Q2 		$268K Buy
2,804
+83
+3% +$7.49K 0.03% 420
2025
Q1 		$233K Sell
2,721
-733
-21% -$68.8K 0.03% 424
2024
Q4 		$319K Buy
+3,454
New +$332K 0.05% 328

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

Sovran Advisors's IUSV Position: Q2 2026 in Review

Sovran Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 25% in Q2 2026, buying an estimated $91.2K and bringing the position to 4,256 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #389.

Sovran Advisors first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Sovran Advisors held 4,256 shares of iShares Core S&P US Value ETF worth $483K as of Q2 2026.
  • Sovran Advisors bought 843 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $91.2K.
  • iShares Core S&P US Value ETF made up 0.04% of Sovran Advisors's portfolio in Q2 2026, its #389 holding.
  • Sovran Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.