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Steward Partners Investment Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History

Steward Partners Investment Advisory’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 		$2.82M Buy
27,617
+3,368
+14% +$353K 0.01% 722
2025
Q4 		$2.49M Buy
24,249
+203
+0.8% +$20.6K 0.01% 702
2025
Q3 		$2.4M Sell
24,046
-35
-0.1% -$3.41K 0.01% 713
2025
Q2 		$2.28M Buy
24,081
+56
+0.2% +$5.05K 0.02% 675
2025
Q1 		$2.22M Sell
24,025
-216
-0.9% -$20.3K 0.02% 634
2024
Q4 		$2.24M Sell
24,241
-628
-3% -$60.4K 0.02% 601
2024
Q3 		$2.37M Buy
24,869
+1,545
+7% +$142K 0.02% 576
2024
Q2 		$2.06M Buy
23,324
+473
+2% +$41.7K 0.02% 574
2024
Q1 		$2.07M Buy
22,851
+387
+2% +$33.3K 0.02% 581
2023
Q4 		$1.89M Buy
22,464
+500
+2% +$38.9K 0.03% 519
2023
Q3 		$1.64M Buy
21,964
+2,193
+11% +$172K 0.03% 518
2023
Q2 		$1.55M Buy
19,771
+151
+0.8% +$11.3K 0.02% 549
2023
Q1 		$1.45M Buy
19,620
+13,284
+210% +$978K 0.02% 560
2022
Q4 		$448K Sell
6,336
-61,317
-91% -$4.26M 0.01% 946
2022
Q3 		$4.24M Sell
67,653
-2,690
-4% -$186K 0.08% 262
2022
Q2 		$4.71M Sell
70,343
-5,007
-7% -$360K 0.09% 251
2022
Q1 		$5.72M Buy
75,350
+63,135
+517% +$4.73M 0.09% 232
2021
Q4 		$933K Buy
12,215
+4,667
+62% +$346K 0.01% 724
2021
Q3 		$535K Buy
7,548
+1,327
+21% +$96.4K 0.01% 878
2021
Q2 		$448K Buy
6,221
+932
+18% +$67K 0.01% 977
2021
Q1 		$364K Buy
5,289
+2,069
+64% +$136K 0.01% 1010
2020
Q4 		$200K Buy
3,220
+113
+4% +$6.62K ﹤0.01% 1073
2020
Q3 		$169K Sell
3,107
-143
-4% -$7.82K ﹤0.01% 1007
2020
Q2 		$170K Buy
3,250
+278
+9% +$14.2K ﹤0.01% 934
2020
Q1 		$137K Buy
2,972
+337
+13% +$19.4K 0.01% 895
2019
Q4 		$166K Sell
2,635
-84
-3% -$5.06K ﹤0.01% 940
2019
Q3 		$157K Sell
2,719
-331
-11% -$18.8K 0.01% 925
2019
Q2 		$172K Buy
+3,050
New +$170K 0.01% 865
2018
Q4 		– Sell
-2,660
Closed -$150K – 1454
2018
Q3 		$150K Sell
2,660
-19
-0.7% -$1.06K 0.01% 803
2018
Q2 		$144K Buy
2,679
+1,679
+168% +$90.5K 0.01% 741
2018
Q1 		$53K Hold
1,000
– – ﹤0.01% 985
2017
Q4 		$55K Hold
1,000
– – ﹤0.01% 798
2017
Q3 		$52K Hold
1,000
– – 0.01% 683
2017
Q2 		$50K Buy
1,000
+400
+67% +$20.2K 0.01% 628
2017
Q1 		$30K Buy
+600
New +$30.2K ﹤0.01% 659

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 $7.49B AUM 24.82% 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

Steward Partners Investment Advisory's IUSV Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares Core S&P US Value ETF (IUSV) stake by 14% in Q1 2026, buying an estimated $353K and bringing the position to 27,617 shares worth $2.82M. The position accounts for 0.01% of the portfolio, ranked #722.

Steward Partners Investment Advisory first reported a position in IUSV in Q1 2017 and has held it in 35 quarters since. The position peaked at $5.72M in Q1 2022. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Steward Partners Investment Advisory held 27,617 shares of iShares Core S&P US Value ETF worth $2.82M as of Q1 2026.
  • Steward Partners Investment Advisory bought 3,368 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $353K.
  • iShares Core S&P US Value ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #722 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Core S&P US Value ETF in Q1 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's iShares Core S&P US Value ETF position peaked at $5.72M in Q1 2022.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.