VFA
IUSV icon

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

Valeo 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
Q2 		$422K Sell
3,833
-913
-19% -$98.8K 0.01% 503
2026
Q1 		$485K Sell
4,746
-754
-14% -$79.1K 0.01% 422
2025
Q4 		$564K Buy
5,500
+90
+2% +$9.13K 0.01% 431
2025
Q3 		$541K Buy
5,410
+2,072
+62% +$202K 0.01% 447
2025
Q2 		$316K Buy
3,338
+273
+9% +$24.6K 0.01% 563
2025
Q1 		$283K Buy
3,065
+24
+0.8% +$2.25K 0.01% 547
2024
Q4 		$282K Hold
3,041
– – 0.01% 563
2024
Q3 		$290K Sell
3,041
-2,371
-44% -$218K 0.01% 539
2024
Q2 		$477K Sell
5,412
-13
-0.2% -$1.15K 0.01% 401
2024
Q1 		$475K Sell
5,425
-183
-3% -$15.8K 0.02% 391
2023
Q4 		$473K Sell
5,608
-537
-9% -$41.8K 0.02% 382
2023
Q3 		$459K Sell
6,145
-6
-0.1% -$471 0.02% 358
2023
Q2 		$481K Sell
6,151
-172
-3% -$12.8K 0.02% 328
2023
Q1 		$467K Buy
6,323
+2,902
+85% +$214K 0.02% 353
2022
Q4 		$242K Buy
+3,421
New +$238K 0.01% 437
2021
Q2 		– Sell
-100
Closed -$7K – 1163
2021
Q1 		$7K Hold
100
– – ﹤0.01% 1460
2020
Q4 		$6K Hold
100
– – ﹤0.01% 1331
2020
Q3 		$5K Sell
100
-401
-80% -$21.9K ﹤0.01% 1254
2020
Q2 		$26K Buy
501
+401
+401% +$20.5K ﹤0.01% 963
2020
Q1 		$5K Sell
100
-1,003
-91% -$57.7K ﹤0.01% 1304
2019
Q4 		$70K Buy
1,103
+971
+736% +$58.5K 0.01% 538
2019
Q3 		$8K Buy
132
+32
+32% +$1.82K ﹤0.01% 1086
2019
Q2 		$6K Hold
100
– – ﹤0.01% 1155
2019
Q1 		$5K Hold
100
– – ﹤0.01% 1166
2018
Q4 		$5K Hold
100
– – ﹤0.01% 1083
2018
Q3 		$5K Hold
100
– – ﹤0.01% 1193
2018
Q2 		$6K Hold
100
– – ﹤0.01% 1087
2018
Q1 		$5K Hold
100
– – ﹤0.01% 1135
2017
Q4 		$6K Buy
+100
New +$5.38K ﹤0.01% 966

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 22.96% 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

Valeo Financial Advisors's IUSV Position: Q2 2026 in Review

Valeo Financial Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 19% in Q2 2026, selling an estimated $98.8K and leaving 3,833 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #503.

Valeo Financial Advisors first reported a position in IUSV in Q4 2017 and has held it in 29 quarters since. The position peaked at $564K in Q4 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Valeo Financial Advisors held 3,833 shares of iShares Core S&P US Value ETF worth $422K as of Q2 2026.
  • Valeo Financial Advisors sold 913 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $98.8K.
  • iShares Core S&P US Value ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #503 holding.
  • Valeo Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 29 quarters since.
  • Valeo Financial Advisors's iShares Core S&P US Value ETF position peaked at $564K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.