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IUSV icon

Sunbelt Securities’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sunbelt Securities’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 		$3.53M Sell
34,543
-2,895
-8% -$304K 0.22% 84
2025
Q4 		$3.84M Sell
37,438
-3,088
-8% -$313K 0.26% 72
2025
Q3 		$4.05M Sell
40,526
-12,177
-23% -$1.19M 0.28% 67
2025
Q2 		$4.88M Sell
52,703
-2,574
-5% -$232K 0.43% 49
2025
Q1 		$5.1M Buy
55,277
+3,439
+7% +$323K 0.46% 43
2024
Q4 		$4.8M Buy
51,838
+4,049
+8% +$389K 0.42% 50
2024
Q3 		$4.56M Buy
47,789
+12,058
+34% +$1.11M 0.45% 55
2024
Q2 		$3.15M Buy
35,731
+1,767
+5% +$156K 0.32% 70
2024
Q1 		$3.07M Buy
33,964
+4,932
+17% +$424K 0.34% 65
2023
Q4 		$2.45M Buy
29,032
+8,546
+42% +$666K 0.31% 71
2023
Q3 		$1.53M Buy
20,486
+4,820
+31% +$378K 0.21% 100
2023
Q2 		$1.23M Buy
15,666
+5,635
+56% +$421K 0.18% 131
2023
Q1 		$730K Sell
10,031
-7,284
-42% -$536K 0.12% 191
2022
Q4 		$1.22M Buy
17,315
+6,985
+68% +$486K 0.24% 110
2022
Q3 		$647K Buy
10,330
+5,740
+125% +$396K 0.14% 186
2022
Q2 		$307K Sell
4,590
-61
-1% -$4.38K 0.06% 331
2022
Q1 		$357K Sell
4,651
-1,133
-20% -$84.9K 0.07% 320
2021
Q4 		$438K Buy
5,784
+808
+16% +$59.9K 0.07% 294
2021
Q3 		$355K Hold
4,976
– – 0.06% 314
2021
Q2 		$355K Buy
4,976
+236
+5% +$17K 0.06% 314
2021
Q1 		$327K Buy
+4,740
New +$311K 0.06% 319

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

Sunbelt Securities's IUSV Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Core S&P US Value ETF (IUSV) stake by 7.7% in Q1 2026, selling an estimated $304K and leaving 34,543 shares worth $3.53M. The position accounts for 0.22% of the portfolio, ranked #84.

Sunbelt Securities first reported a position in IUSV in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.1M in Q1 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Sunbelt Securities held 34,543 shares of iShares Core S&P US Value ETF worth $3.53M as of Q1 2026.
  • Sunbelt Securities sold 2,895 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $304K.
  • iShares Core S&P US Value ETF made up 0.22% of Sunbelt Securities's portfolio in Q1 2026, its #84 holding.
  • Sunbelt Securities first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Sunbelt Securities's iShares Core S&P US Value ETF position peaked at $5.1M in Q1 2025.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.