Thrivent Financial for Lutherans
IUSV icon

Thrivent Financial for Lutherans’s iShares Core S&P US Value ETF IUSV Stock Holding History

Thrivent Financial for Lutherans’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 		– Sell
-2,160
Closed -$223K – 2612
2025
Q4 		$223K Sell
2,160
-521
-19% -$52.8K ﹤0.01% 2504
2025
Q3 		$268K Sell
2,681
-7,540
-74% -$734K ﹤0.01% 2260
2025
Q2 		$967K Buy
10,221
+7,898
+340% +$713K ﹤0.01% 1797
2025
Q1 		$228K Hold
2,323
– – ﹤0.01% 2295
2024
Q4 		$228K Sell
2,323
-2,092
-47% -$201K ﹤0.01% 2487
2024
Q3 		$422K Sell
4,415
-4,946
-53% -$455K ﹤0.01% 2301
2024
Q2 		$825K Buy
9,361
+694
+8% +$61.2K ﹤0.01% 1967
2024
Q1 		$784K Buy
8,667
+189
+2% +$16.3K ﹤0.01% 2019
2023
Q4 		$715K Sell
8,478
-193
-2% -$15K ﹤0.01% 2052
2023
Q3 		$649K Sell
8,671
-5,701
-40% -$447K ﹤0.01% 2006
2023
Q2 		$1.11M Sell
14,372
-2,669
-16% -$199K ﹤0.01% 1735
2023
Q1 		$1.24M Sell
17,041
-15,871
-48% -$1.17M ﹤0.01% 1645
2022
Q4 		$2.33M Buy
32,912
+20,008
+155% +$1.39M 0.01% 1152
2022
Q3 		$816K Buy
12,904
+3,680
+40% +$254K ﹤0.01% 1806
2022
Q2 		$617K Sell
9,224
-5,496,721
-100% -$395M ﹤0.01% 1996
2022
Q1 		$420M Buy
5,505,945
+586,288
+12% +$43.9M 0.82% 11
2021
Q4 		$354M Buy
4,919,657
+272,481
+6% +$20.2M 0.68% 15
2021
Q3 		$334M Sell
4,647,176
-328,276
-7% -$23.8M 0.68% 19
2021
Q2 		$358M Buy
4,975,452
+1,209,549
+32% +$87M 0.73% 13
2021
Q1 		$259M Buy
3,765,903
+172,844
+5% +$11.3M 0.57% 23
2020
Q4 		$223M Buy
3,593,059
+459,453
+15% +$26.9M 0.52% 29
2020
Q3 		$170M Buy
3,133,606
+1,567,165
+100% +$85.7M 0.45% 35
2020
Q2 		$72.3M Hold
1,566,441
– – 0.22% 109
2020
Q1 		$72.3M Buy
1,566,441
+620,951
+66% +$35.7M 0.26% 94
2019
Q4 		$59.6M Buy
945,490
+448,565
+90% +$27M 0.17% 162
2019
Q3 		$28.7M Buy
496,925
+277,342
+126% +$15.8M 0.09% 247
2019
Q2 		$12.4M Buy
219,583
+194,097
+762% +$10.8M 0.04% 459
2019
Q1 		$1.4M Buy
+25,486
New +$1.36M ﹤0.01% 1153

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

Thrivent Financial for Lutherans's IUSV Position: Q1 2026 in Review

Thrivent Financial for Lutherans sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 2,160 shares — an estimated $223K sold.

Thrivent Financial for Lutherans first reported a position in IUSV in Q1 2019 and held it in 28 quarters. The position peaked at $420M in Q1 2022. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Thrivent Financial for Lutherans reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 2,160 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $223K.
  • Thrivent Financial for Lutherans first reported a position in iShares Core S&P US Value ETF in Q1 2019 and held it in 28 quarters.
  • Thrivent Financial for Lutherans's iShares Core S&P US Value ETF position peaked at $420M in Q1 2022.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.