Victory Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Victory Financial Group’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 Q1	$477K	Buy	4,660 +330	+8%	+$34.6K	0.06%	194
2025 Q4	$444K	Sell	4,330 -441	-9%	-$44.7K	0.06%	197
2025 Q3	$477K	Sell	4,771 -1,498	-24%	-$146K	0.07%	153
2025 Q2	$593K	Sell	6,269 -670	-10%	-$60.5K	0.09%	109
2025 Q1	$631K	Buy	6,939 +271	+4%	+$25.4K	0.12%	91
2024 Q4	$617K	Buy	+6,668	New	+$641K	0.16%	71
2024 Q2	$530K	Buy	6,015 +1,708	+40%	+$151K	0.25%	44
2024 Q1	$390K	Sell	4,307 -2,420	-36%	-$208K	0.23%	37
2023 Q4	$567K	Buy	+6,727	New	+$524K	0.38%	35

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Victory Financial Group's IUSV Position: Q1 2026 in Review

Victory Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 7.6% in Q1 2026, buying an estimated $34.6K and bringing the position to 4,660 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #194.

Victory Financial Group first reported a position in IUSV in Q4 2023 and has held it in 9 quarters since. The position peaked at $631K in Q1 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Victory Financial Group held 4,660 shares of iShares Core S&P US Value ETF worth $477K as of Q1 2026.
Victory Financial Group bought 330 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $34.6K.
iShares Core S&P US Value ETF made up 0.06% of Victory Financial Group's portfolio in Q1 2026, its #194 holding.
Victory Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 9 quarters since.
Victory Financial Group's iShares Core S&P US Value ETF position peaked at $631K in Q1 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.