UCFA
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United Capital Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

United Capital Financial 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 		$16M Buy
156,812
+26,290
+20% +$2.76M 0.1% 169
2025
Q4 		$13.4M Buy
130,522
+16,608
+15% +$1.68M 0.08% 192
2025
Q3 		$11.4M Buy
113,914
+66
+0.1% +$6.42K 0.08% 188
2025
Q2 		$10.8M Sell
113,848
-1,599
-1% -$144K 0.09% 182
2025
Q1 		$10.7M Sell
115,447
-5,550
-5% -$521K 0.09% 170
2024
Q4 		$11.2M Sell
120,997
-1,144
-0.9% -$110K 0.09% 165
2024
Q3 		$11.7M Sell
122,141
-2,404
-2% -$221K 0.1% 167
2024
Q2 		$11M Sell
124,545
-13,221
-10% -$1.17M 0.09% 170
2024
Q1 		$12.5M Sell
137,766
-4,795
-3% -$413K 0.1% 161
2023
Q4 		$12M Sell
142,561
-57,388
-29% -$4.47M 0.1% 169
2023
Q3 		$14.9M Sell
199,949
-10,373
-5% -$814K 0.1% 180
2023
Q2 		$16.5M Sell
210,322
-30,352
-13% -$2.27M 0.09% 183
2023
Q1 		$17.8M Sell
240,674
-30,560
-11% -$2.25M 0.1% 180
2022
Q4 		$19.2M Sell
271,234
-22,985
-8% -$1.6M 0.11% 176
2022
Q3 		$18.4M Sell
294,219
-25,531
-8% -$1.76M 0.11% 174
2022
Q2 		$21.4M Sell
319,750
-19,176
-6% -$1.38M 0.12% 169
2022
Q1 		$25.7M Sell
338,926
-19,574
-5% -$1.47M 0.12% 164
2021
Q4 		$27.4M Sell
358,500
-5,998
-2% -$445K 0.13% 164
2021
Q3 		$25.8M Sell
364,498
-14,429
-4% -$1.05M 0.13% 162
2021
Q2 		$27.3M Sell
378,927
-20,548
-5% -$1.48M 0.14% 157
2021
Q1 		$27.5M Sell
399,475
-2,664
-0.7% -$175K 0.15% 147
2020
Q4 		$25M Buy
402,139
+3,160
+0.8% +$185K 0.15% 154
2020
Q3 		$21.7M Buy
398,979
+29,240
+8% +$1.6M 0.14% 160
2020
Q2 		$19.3M Buy
369,739
+38,327
+12% +$1.96M 0.14% 162
2020
Q1 		$15.3M Buy
331,412
+29,258
+10% +$1.68M 0.13% 177
2019
Q4 		$19M Buy
302,154
+29,294
+11% +$1.77M 0.12% 203
2019
Q3 		$15.8M Buy
272,860
+53,603
+24% +$3.05M 0.11% 226
2019
Q2 		$12.4M Buy
219,257
+81,085
+59% +$4.52M 0.08% 256
2019
Q1 		$7.58M Buy
138,172
+110,642
+402% +$5.91M 0.05% 330
2018
Q4 		$1.35M Buy
+27,530
New +$1.46M 0.01% 641

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 $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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

United Capital Financial Advisors's IUSV Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 20% in Q1 2026, buying an estimated $2.76M and bringing the position to 156,812 shares worth $16M. The position accounts for 0.1% of the portfolio, ranked #169.

United Capital Financial Advisors first reported a position in IUSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $27.5M in Q1 2021. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • United Capital Financial Advisors held 156,812 shares of iShares Core S&P US Value ETF worth $16M as of Q1 2026.
  • United Capital Financial Advisors bought 26,290 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $2.76M.
  • iShares Core S&P US Value ETF made up 0.1% of United Capital Financial Advisors's portfolio in Q1 2026, its #169 holding.
  • United Capital Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 30 quarters since.
  • United Capital Financial Advisors's iShares Core S&P US Value ETF position peaked at $27.5M in Q1 2021.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.