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Sterling Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sterling Capital 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 		$653K Buy
6,389
+118
+2% +$12.4K 0.01% 652
2025
Q4 		$643K Sell
6,271
-165
-3% -$16.7K 0.01% 819
2025
Q3 		$643K Buy
6,436
+48
+0.8% +$4.67K 0.01% 818
2025
Q2 		$604K Buy
6,388
+75
+1% +$6.77K 0.01% 824
2025
Q1 		$583K Buy
6,313
+116
+2% +$10.9K 0.01% 788
2024
Q4 		$574K Sell
6,197
-4,898
-44% -$471K 0.01% 831
2024
Q3 		$1.06M Buy
+11,095
New +$1.02M 0.01% 583

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 $6.53B AUM 20.48% 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

Sterling Capital Management's IUSV Position: Q1 2026 in Review

Sterling Capital Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.9% in Q1 2026, buying an estimated $12.4K and bringing the position to 6,389 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #652.

Sterling Capital Management first reported a position in IUSV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Sterling Capital Management held 6,389 shares of iShares Core S&P US Value ETF worth $653K as of Q1 2026.
  • Sterling Capital Management bought 118 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $12.4K.
  • iShares Core S&P US Value ETF made up 0.01% of Sterling Capital Management's portfolio in Q1 2026, its #652 holding.
  • Sterling Capital Management first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's iShares Core S&P US Value ETF position peaked at $1.06M in Q3 2024.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.