VA
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VestGen Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

VestGen 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 		$2.99M Sell
27,135
-14,909
-35% -$1.61M 0.09% 230
2026
Q1 		$4.57M Buy
42,044
+30,649
+269% +$3.21M 0.12% 149
2025
Q4 		$1.17M Sell
11,395
-14,089
-55% -$1.43M 0.05% 332
2025
Q3 		$2.55M Buy
25,484
+2,858
+13% +$278K 0.08% 213
2025
Q2 		$2.14M Sell
22,626
-296
-1% -$26.7K 0.09% 209
2025
Q1 		$2.12M Buy
+22,922
New +$2.15M 0.1% 188

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

VestGen Advisors's IUSV Position: Q2 2026 in Review

VestGen Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 35% in Q2 2026, selling an estimated $1.61M and leaving 27,135 shares worth $2.99M. The position accounts for 0.09% of the portfolio, ranked #230.

VestGen Advisors first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.57M in Q1 2026. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • VestGen Advisors held 27,135 shares of iShares Core S&P US Value ETF worth $2.99M as of Q2 2026.
  • VestGen Advisors sold 14,909 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.61M.
  • iShares Core S&P US Value ETF made up 0.09% of VestGen Advisors's portfolio in Q2 2026, its #230 holding.
  • VestGen Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's iShares Core S&P US Value ETF position peaked at $4.57M in Q1 2026.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.