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

StoneX 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 Q1	$380K	Sell	3,716 -1,819	-33%	-$191K	0.02%	491
2025 Q4	$568K	Buy	5,535 +1,624	+42%	+$165K	0.02%	496
2025 Q3	$391K	Buy	3,911 +114	+3%	+$11.1K	0.02%	618
2025 Q2	$359K	Buy	3,797 +28	+0.7%	+$2.53K	0.02%	603
2025 Q1	$348K	Sell	3,769 -427	-10%	-$40.1K	0.02%	575
2024 Q4	$388K	Buy	+4,196	New	+$404K	0.02%	528
2023 Q1	–	Sell	-3,320	Closed	-$235K	–	577
2022 Q4	$235K	Buy	+3,320	New	+$231K	0.03%	362
2022 Q2	–	Sell	-608,938	Closed	-$46.2M	–	631
2022 Q1	$46.2M	Buy	+608,938	New	+$45.6M	4.37%	4

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

StoneX Group's IUSV Position: Q1 2026 in Review

StoneX Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 33% in Q1 2026, selling an estimated $191K and leaving 3,716 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #491.

StoneX Group first reported a position in IUSV in Q1 2022 and has held it in 8 quarters since. The position peaked at $46.2M in Q1 2022. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

StoneX Group held 3,716 shares of iShares Core S&P US Value ETF worth $380K as of Q1 2026.
StoneX Group sold 1,819 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $191K.
iShares Core S&P US Value ETF made up 0.02% of StoneX Group's portfolio in Q1 2026, its #491 holding.
StoneX Group first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 8 quarters since.
StoneX Group's iShares Core S&P US Value ETF position peaked at $46.2M in Q1 2022.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.