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 Q2	$717K	Buy	6,506 +117	+2%	+$12.7K	0.01%	666
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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: Q2 2026 in Review

Sterling Capital Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.8% in Q2 2026, buying an estimated $12.7K and bringing the position to 6,506 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #666.

Sterling Capital Management first reported a position in IUSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Sterling Capital Management held 6,506 shares of iShares Core S&P US Value ETF worth $717K as of Q2 2026.
Sterling Capital Management bought 117 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $12.7K.
iShares Core S&P US Value ETF made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #666 holding.
Sterling Capital Management first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's iShares Core S&P US Value ETF position peaked at $1.06M in Q3 2024.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.