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TD Waterhouse Canada’s iShares Core S&P US Value ETF IUSV Stock Holding History

TD Waterhouse Canada’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 		$5.43M Buy
49,111
+1,100
+2% +$119K 0.01% 390
2026
Q1 		$4.9M Sell
48,011
-21,219
-31% -$2.23M 0.01% 391
2025
Q4 		$7.1M Buy
69,230
+1,823
+3% +$185K 0.04% 232
2025
Q3 		$6.78M Buy
67,407
+2,435
+4% +$237K 0.04% 235
2025
Q2 		$6.2M Buy
64,972
+6,635
+11% +$599K 0.04% 244
2025
Q1 		$5.36M Sell
58,337
-2,683
-4% -$252K 0.04% 249
2024
Q4 		$5.65M Buy
61,020
+5,279
+9% +$508K 0.05% 244
2024
Q3 		$5.3M Buy
55,741
+42,363
+317% +$3.89M 0.04% 249
2024
Q2 		$1.18M Buy
13,378
+6,675
+100% +$588K 0.01% 450
2024
Q1 		$703K Buy
6,703
+2,746
+69% +$236K 0.01% 562
2023
Q4 		$332K Buy
3,957
+393
+11% +$30.6K ﹤0.01% 601
2023
Q3 		$264K Sell
3,564
-3,834
-52% -$301K ﹤0.01% 602
2023
Q2 		$579K Buy
7,398
+2,213
+43% +$165K 0.01% 505
2023
Q1 		$382K Buy
5,185
+480
+10% +$35.4K ﹤0.01% 565
2022
Q4 		$334K Sell
4,705
-945
-17% -$65.7K ﹤0.01% 585
2022
Q3 		$363K Sell
5,650
-655
-10% -$45.2K ﹤0.01% 574
2022
Q2 		$427K Sell
6,305
-35,171
-85% -$2.53M ﹤0.01% 573
2022
Q1 		$3.18M Buy
41,476
+1,923
+5% +$144K 0.03% 273
2021
Q4 		$3.09M Buy
+39,553
New +$2.93M 0.03% 287

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
S
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
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

TD Waterhouse Canada's IUSV Position: Q2 2026 in Review

TD Waterhouse Canada increased its iShares Core S&P US Value ETF (IUSV) stake by 2.3% in Q2 2026, buying an estimated $119K and bringing the position to 49,111 shares worth $5.43M. The position accounts for 0.01% of the portfolio, ranked #390.

TD Waterhouse Canada first reported a position in IUSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.1M in Q4 2025. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • TD Waterhouse Canada held 49,111 shares of iShares Core S&P US Value ETF worth $5.43M as of Q2 2026.
  • TD Waterhouse Canada bought 1,100 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $119K.
  • iShares Core S&P US Value ETF made up 0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #390 holding.
  • TD Waterhouse Canada first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 19 quarters since.
  • TD Waterhouse Canada's iShares Core S&P US Value ETF position peaked at $7.1M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.