Zacks Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Zacks Investment Management’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	$274K	Buy	+2,483	New	+$269K	﹤0.01%	612
2023 Q3	–	Sell	-5,204	Closed	-$407K	–	661
2023 Q2	$407K	Buy	5,204 +1	+0%	+$75	0.01%	484
2023 Q1	$384K	Sell	5,203 -123	-2%	-$9.06K	0.01%	486
2022 Q4	$376K	Buy	5,326 +509	+11%	+$35.4K	0.01%	477
2022 Q3	$302K	Hold	4,817	–	–	﹤0.01%	483
2022 Q2	$322K	Buy	4,817 +1,236	+35%	+$88.8K	﹤0.01%	479
2022 Q1	$272K	Buy	+3,581	New	+$268K	﹤0.01%	531

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

Zacks Investment Management's IUSV Position: Q2 2026 in Review

Zacks Investment Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 2,483 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in IUSV as recently as Q2 2023.

Zacks Investment Management first reported a position in IUSV in Q1 2022 and has held it in 7 quarters since. The position peaked at $407K in Q2 2023. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Zacks Investment Management held 2,483 shares of iShares Core S&P US Value ETF worth $274K as of Q2 2026.
iShares Core S&P US Value ETF was a new Zacks Investment Management position in Q2 2026.
iShares Core S&P US Value ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #612 holding.
Zacks Investment Management first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 7 quarters since.
Zacks Investment Management's iShares Core S&P US Value ETF position peaked at $407K in Q2 2023.
812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.