VA
IUSV icon

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

Valmark 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 		$7.41M Sell
67,246
-351
-0.5% -$38K 0.08% 114
2026
Q1 		$6.91M Sell
67,597
-2,918
-4% -$306K 0.08% 106
2025
Q4 		$7.23M Sell
70,515
-2,401
-3% -$243K 0.09% 99
2025
Q3 		$7.29M Buy
72,916
+4,018
+6% +$391K 0.09% 96
2025
Q2 		$6.52M Buy
68,898
+9,781
+17% +$883K 0.09% 95
2025
Q1 		$5.46M Buy
59,117
+6,891
+13% +$647K 0.08% 101
2024
Q4 		$4.84M Buy
52,226
+5,539
+12% +$533K 0.07% 108
2024
Q3 		$4.46M Sell
46,687
-2,768
-6% -$254K 0.07% 112
2024
Q2 		$4.36M Buy
49,455
+21,100
+74% +$1.86M 0.07% 105
2024
Q1 		$2.56M Buy
28,355
+2,203
+8% +$190K 0.04% 145
2023
Q4 		$2.21M Buy
26,152
+39
+0.1% +$3.04K 0.04% 153
2023
Q3 		$1.95M Buy
26,113
+177
+0.7% +$13.9K 0.04% 145
2023
Q2 		$2.03M Buy
25,936
+856
+3% +$63.9K 0.04% 145
2023
Q1 		$1.85M Buy
25,080
+412
+2% +$30.3K 0.04% 153
2022
Q4 		$1.74M Buy
24,668
+678
+3% +$47.1K 0.04% 153
2022
Q3 		$1.5M Sell
23,990
-1,598
-6% -$110K 0.03% 146
2022
Q2 		$1.71M Sell
25,588
-8,292
-24% -$596K 0.03% 130
2022
Q1 		$2.57M Buy
33,880
+6,780
+25% +$508K 0.05% 106
2021
Q4 		$2.07M Sell
27,100
-3,172
-10% -$235K 0.04% 118
2021
Q3 		$2.15M Buy
30,272
+1,281
+4% +$93K 0.04% 111
2021
Q2 		$2.09M Buy
28,991
+1,828
+7% +$131K 0.04% 113
2021
Q1 		$1.87M Buy
27,163
+17,391
+178% +$1.14M 0.04% 118
2020
Q4 		$608K Buy
+9,772
New +$573K 0.01% 231
2020
Q3 		– Sell
-4,731
Closed -$247K – 296
2020
Q2 		$247K Buy
+4,731
New +$242K 0.01% 239

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

Valmark Advisers's IUSV Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.52% in Q2 2026, selling an estimated $38K and leaving 67,246 shares worth $7.41M. The position accounts for 0.08% of the portfolio, ranked #114.

Valmark Advisers first reported a position in IUSV in Q2 2020 and has held it in 24 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Valmark Advisers held 67,246 shares of iShares Core S&P US Value ETF worth $7.41M as of Q2 2026.
  • Valmark Advisers sold 351 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $38K.
  • iShares Core S&P US Value ETF made up 0.08% of Valmark Advisers's portfolio in Q2 2026, its #114 holding.
  • Valmark Advisers first reported a position in iShares Core S&P US Value ETF in Q2 2020 and has held it in 24 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.