Valley National Advisers’s iShares Core S&P US Value ETF IUSV Stock Holding History

Valley National Advisers’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	$4.08K	Hold	37	–	–	﹤0.01%	733
2026 Q1	$3K	Hold	37	–	–	﹤0.01%	737
2025 Q4	$3K	Hold	37	–	–	﹤0.01%	742
2025 Q3	$3K	Hold	37	–	–	﹤0.01%	703
2025 Q2	$3K	Hold	37	–	–	﹤0.01%	689
2025 Q1	$3K	Hold	37	–	–	﹤0.01%	682
2024 Q4	$3K	Hold	37	–	–	﹤0.01%	658
2024 Q3	$3K	Buy	37 +13	+54%	+$1.2K	﹤0.01%	629
2024 Q2	$2K	Hold	24	–	–	﹤0.01%	912
2024 Q1	$2K	Hold	24	–	–	﹤0.01%	961
2023 Q4	$2K	Hold	24	–	–	﹤0.01%	951
2023 Q3	$2K	Hold	24	–	–	﹤0.01%	831
2023 Q2	$2K	Hold	24	–	–	﹤0.01%	794
2023 Q1	$2K	Hold	24	–	–	﹤0.01%	768
2022 Q4	$1K	Hold	24	–	–	﹤0.01%	793
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	785
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	764
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	798
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	793
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	770
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	786
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	735
2020 Q4	$1K	Buy	+24	New	+$1.41K	﹤0.01%	747

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Valley National Advisers's IUSV Position: Q2 2026 in Review

Valley National Advisers held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 37 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Valley National Advisers first reported a position in IUSV in Q4 2020 and has held it in 23 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Valley National Advisers held 37 shares of iShares Core S&P US Value ETF worth $4.08K as of Q2 2026.
Valley National Advisers left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #733 holding.
Valley National Advisers first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 23 quarters since.
812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.