VAS
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Vestmark Advisory Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Vestmark Advisory Solutions’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 		$21.2M Buy
192,811
+115,196
+148% +$12.5M 0.2% 109
2026
Q1 		$7.94M Buy
77,615
+38,477
+98% +$4.03M 0.09% 239
2025
Q4 		$4.01M Buy
39,138
+5,454
+16% +$553K 0.05% 355
2025
Q3 		$3.37M Sell
33,684
-514
-2% -$50K 0.06% 306
2025
Q2 		$3.24M Buy
+34,198
New +$3.09M 0.05% 293
2023
Q3 		– Sell
-4,773
Closed -$374K – 659
2023
Q2 		$374K Sell
4,773
-595
-11% -$44.4K 0.01% 656
2023
Q1 		$396K Sell
5,368
-1,564
-23% -$115K 0.02% 625
2022
Q4 		$490K Buy
6,932
+1,512
+28% +$105K 0.02% 565
2022
Q3 		$339K Sell
5,420
-48
-0.9% -$3.31K 0.02% 633
2022
Q2 		$366K Buy
5,468
+42
+0.8% +$3.02K 0.02% 613
2022
Q1 		$412K Sell
5,426
-1,253
-19% -$93.9K 0.02% 605
2021
Q4 		$510K Buy
6,679
+1,245
+23% +$92.3K 0.03% 543
2021
Q3 		$385K Buy
5,434
+193
+4% +$14K 0.03% 582
2021
Q2 		$377K Buy
5,241
+894
+21% +$64.3K 0.03% 557
2021
Q1 		$300K Buy
+4,347
New +$285K 0.03% 597

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

Vestmark Advisory Solutions's IUSV Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares Core S&P US Value ETF (IUSV) stake by 148% in Q2 2026, buying an estimated $12.5M and bringing the position to 192,811 shares worth $21.2M. The position accounts for 0.2% of the portfolio, ranked #109.

Vestmark Advisory Solutions first reported a position in IUSV in Q1 2021 and has held it in 15 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Vestmark Advisory Solutions held 192,811 shares of iShares Core S&P US Value ETF worth $21.2M as of Q2 2026.
  • Vestmark Advisory Solutions bought 115,196 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $12.5M.
  • iShares Core S&P US Value ETF made up 0.2% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #109 holding.
  • Vestmark Advisory Solutions first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 15 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.