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World Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

World Investment 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 		$1.01M Sell
9,856
-74
-0.7% -$8.01K 0.02% 696
2026
Q1 		$1.02M Buy
9,930
+35
+0.4% +$3.67K 0.02% 705
2025
Q4 		$1.01M Buy
9,895
+303
+3% +$30.7K 0.02% 678
2025
Q3 		$959K Buy
9,592
+22
+0.2% +$2.14K 0.02% 578
2025
Q2 		$906K Sell
9,570
-706
-7% -$63.7K 0.02% 545
2025
Q1 		$948K Sell
10,276
-155
-1% -$14.5K 0.02% 526
2024
Q4 		$966K Sell
10,431
-71
-0.7% -$6.83K 0.03% 479
2024
Q3 		$1M Buy
10,502
+6,757
+180% +$621K 0.03% 426
2024
Q2 		$330K Hold
3,745
– – 0.02% 478
2024
Q1 		$339K Buy
3,745
+1,100
+42% +$94.7K 0.05% 285
2023
Q4 		$223K Buy
+2,645
New +$206K 0.03% 349
2023
Q3 		– Sell
-2,645
Closed -$207K – 274
2023
Q2 		$207K Buy
+2,645
New +$198K 0.04% 242
2022
Q2 		– Sell
-2,645
Closed -$201K – 273
2022
Q1 		$201K Buy
+2,645
New +$198K 0.04% 259

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

World Investment Advisors's IUSV Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.75% in Q2 2026, selling an estimated $8.01K and leaving 9,856 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #696.

World Investment Advisors first reported a position in IUSV in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.02M in Q1 2026. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • World Investment Advisors held 9,856 shares of iShares Core S&P US Value ETF worth $1.01M as of Q2 2026.
  • World Investment Advisors sold 74 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $8.01K.
  • iShares Core S&P US Value ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #696 holding.
  • World Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 13 quarters since.
  • World Investment Advisors's iShares Core S&P US Value ETF position peaked at $1.02M in Q1 2026.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.