ZIG
IUSV icon

Zuckerman Investment Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Zuckerman Investment 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 		$9.52M Sell
86,389
-2,146
-2% -$232K 0.8% 41
2026
Q1 		$9.05M Buy
88,535
+5,479
+7% +$575K 0.85% 41
2025
Q4 		$8.52M Buy
83,056
+5,553
+7% +$563K 0.76% 43
2025
Q3 		$7.75M Buy
77,503
+1,678
+2% +$163K 0.72% 44
2025
Q2 		$7.18M Buy
75,825
+13,999
+23% +$1.26M 0.7% 44
2025
Q1 		$5.71M Buy
61,826
+1,896
+3% +$178K 0.61% 48
2024
Q4 		$5.68M Buy
59,930
+5,476
+10% +$527K 0.55% 48
2024
Q3 		$5.2M Sell
54,454
-569
-1% -$52.3K 0.53% 47
2024
Q2 		$4.85M Buy
55,023
+11,685
+27% +$1.03M 0.56% 45
2024
Q1 		$3.92M Buy
43,338
+3,016
+7% +$260K 0.44% 47
2023
Q4 		$3.4M Buy
40,322
+3,864
+11% +$301K 0.44% 49
2023
Q3 		$2.72M Buy
36,458
+4,973
+16% +$390K 0.39% 49
2023
Q2 		$2.46M Buy
31,485
+953
+3% +$71.2K 0.35% 48
2023
Q1 		$2.25M Sell
30,532
-996
-3% -$73.4K 0.34% 49
2022
Q4 		$2.23M Buy
31,528
+613
+2% +$42.6K 0.35% 51
2022
Q3 		$1.94M Buy
30,915
+2,749
+10% +$190K 0.36% 48
2022
Q2 		$1.88M Buy
28,166
+820
+3% +$58.9K 0.34% 51
2022
Q1 		$2.08M Buy
27,346
+4,186
+18% +$314K 0.33% 51
2021
Q4 		$1.77M Buy
23,160
+1,319
+6% +$97.8K 0.27% 54
2021
Q3 		$1.55M Buy
21,841
+1
+0% +$73 0.26% 56
2021
Q2 		$1.57M Buy
21,840
+4,372
+25% +$314K 0.25% 55
2021
Q1 		$1.2M Buy
17,468
+7,019
+67% +$461K 0.2% 56
2020
Q4 		$650K Buy
10,449
+3,848
+58% +$225K 0.12% 61
2020
Q3 		$358K Buy
6,601
+877
+15% +$47.9K 0.08% 61
2020
Q2 		$299K Buy
+5,724
New +$292K 0.07% 64

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

Zuckerman Investment Group's IUSV Position: Q2 2026 in Review

Zuckerman Investment Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.4% in Q2 2026, selling an estimated $232K and leaving 86,389 shares worth $9.52M. The position accounts for 0.8% of the portfolio, ranked #41.

Zuckerman Investment Group first reported a position in IUSV in Q2 2020 and has held it in 25 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Zuckerman Investment Group held 86,389 shares of iShares Core S&P US Value ETF worth $9.52M as of Q2 2026.
  • Zuckerman Investment Group sold 2,146 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $232K.
  • iShares Core S&P US Value ETF made up 0.8% of Zuckerman Investment Group's portfolio in Q2 2026, its #41 holding.
  • Zuckerman Investment Group first reported a position in iShares Core S&P US Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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