SWA
IUSV icon

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

Stratos Wealth 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
Q1 		$1.04M Buy
10,217
+13
+0.1% +$1.36K 0.06% 262
2025
Q4 		$1.05M Buy
10,204
+72
+0.7% +$7.3K 0.05% 301
2025
Q3 		$1.01M Buy
10,132
+2
+0% +$195 0.05% 315
2025
Q2 		$959K Buy
10,130
+260
+3% +$23.5K 0.05% 320
2025
Q1 		$911K Buy
9,870
+3
+0% +$282 0.05% 314
2024
Q4 		$914K Buy
9,867
+72
+0.7% +$6.92K 0.04% 349
2024
Q3 		$935K Buy
9,795
+199
+2% +$18.3K 0.04% 364
2024
Q2 		$846K Buy
9,596
+495
+5% +$43.6K 0.04% 363
2024
Q1 		$823K Buy
9,101
+133
+1% +$11.4K 0.05% 361
2023
Q4 		$756K Buy
8,968
+7
+0.1% +$545 0.04% 382
2023
Q3 		$669K Hold
8,961
– – 0.04% 381
2023
Q2 		$701K Sell
8,961
-113
-1% -$8.44K 0.05% 365
2023
Q1 		$670K Buy
9,074
+64
+0.7% +$4.71K 0.05% 366
2022
Q4 		$636K Buy
9,010
+386
+4% +$26.8K 0.05% 361
2022
Q3 		$540K Buy
8,624
+1,512
+21% +$104K 0.06% 344
2022
Q2 		$476K Buy
7,112
+925
+15% +$66.4K 0.04% 373
2022
Q1 		$469K Sell
6,187
-72,122
-92% -$5.41M 0.04% 386
2021
Q4 		$5.98M Buy
78,309
+29,020
+59% +$2.15M 0.43% 52
2021
Q3 		$3.49M Buy
49,289
+6,550
+15% +$476K 0.3% 90
2021
Q2 		$3.08M Buy
42,739
+1,103
+3% +$79.3K 0.27% 98
2021
Q1 		$2.87M Buy
41,636
+24,918
+149% +$1.63M 0.3% 93
2020
Q4 		$1.04M Buy
16,718
+12,404
+288% +$727K 0.14% 158
2020
Q3 		$234K Buy
4,314
+4
+0.1% +$219 0.06% 283
2020
Q2 		$225K Sell
4,310
-885
-17% -$45.2K 0.07% 247
2020
Q1 		$240K Sell
5,195
-244
-4% -$14K 0.17% 127
2019
Q4 		$343K Buy
5,439
+57
+1% +$3.44K 0.19% 122
2019
Q3 		$311K Buy
5,382
+300
+6% +$17.1K 0.12% 180
2019
Q2 		$288K Buy
5,082
+58
+1% +$3.23K 0.11% 185
2019
Q1 		$275K Buy
5,024
+253
+5% +$13.5K 0.15% 168
2018
Q4 		$234K Buy
+4,771
New +$254K 0.16% 163

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

Stratos Wealth Advisors's IUSV Position: Q1 2026 in Review

Stratos Wealth Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.13% in Q1 2026, buying an estimated $1.36K and bringing the position to 10,217 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #262.

Stratos Wealth Advisors first reported a position in IUSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.98M in Q4 2021. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Stratos Wealth Advisors held 10,217 shares of iShares Core S&P US Value ETF worth $1.04M as of Q1 2026.
  • Stratos Wealth Advisors bought 13 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.36K.
  • iShares Core S&P US Value ETF made up 0.06% of Stratos Wealth Advisors's portfolio in Q1 2026, its #262 holding.
  • Stratos Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's iShares Core S&P US Value ETF position peaked at $5.98M in Q4 2021.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.