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 Q2	$451K	Sell	4,094 -566	-12%	-$61.2K	0.05%	230
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 $1.55T 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

Victory Financial Group's IUSV Position: Q2 2026 in Review

Victory Financial Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 12% in Q2 2026, selling an estimated $61.2K and leaving 4,094 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #230.

Victory Financial Group first reported a position in IUSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $631K in Q1 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Victory Financial Group held 4,094 shares of iShares Core S&P US Value ETF worth $451K as of Q2 2026.
Victory Financial Group sold 566 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $61.2K.
iShares Core S&P US Value ETF made up 0.05% of Victory Financial Group's portfolio in Q2 2026, its #230 holding.
Victory Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 10 quarters since.
Victory Financial Group's iShares Core S&P US Value ETF position peaked at $631K in Q1 2025.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.