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IUSVIUSV
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES CORE S&P U.S. VALUE

LPL Financial LLC holds 17.4M shares of IUSV (ISHARES CORE S&P U.S. VALUE), worth $1.9B as of 2026-Q2. The position was increased (+1.2% shares). IUSV represents 0.4% of LPL Financial LLC's portfolio.

Current Value

$1.9B

Current Shares

17.4M

Total Value Change

+$1.5B

Total Shares Change

+7.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17.4M
+1.2%
$1.9B0.4%$110.15
39
2026-Q1
Increased
17.2M
+5.0%
$1.8B0.5%$106.53
40
2025-Q4
Increased
16.4M
+3.6%
$1.7B0.5%$103.32
40
2025-Q3
Increased
15.8M
+4.3%
$1.6B0.5%$99.13
40
2025-Q2
Increased
15.2M
+5.2%
$1.4B0.5%$93.26
40
2025-Q1
Increased
14.4M
+4.4%
$1.3B0.5%$90.08
47
2024-Q4
Increased
13.8M
+3.5%
$1.3B0.5%$90.79
47
2024-Q3
Increased
13.4M
+3.2%
$1.3B0.6%$92.83
46
2024-Q2
Increased
12.9M
+5.2%
$1.1B0.6%$85.47
47
2024-Q1
Increased
12.3M
+1.0%
$1.1B0.6%$87.30
45
2023-Q4
Increased
12.2M
+5.4%
$1B0.6%$81.00
47
2023-Q3
Increased
11.6M
+1.4%
$862.3M0.6%$71.32
45
2023-Q2
Decreased
11.4M
-1.4%
$891.5M0.6%$73.68
0
2023-Q1
Decreased
11.6M
-0.4%
$852.6M0.7%$68.90
0
2022-Q4
Increased
11.6M
+1.1%
$819.8M0.7%$66.54
45
2022-Q3
Increased
11.5M
+0.9%
$718.5M0.7%$59.41
45
2022-Q2
Decreased
11.4M
-1.0%
$760.5M0.7%$62.51
0
2022-Q1
Increased
11.5M
+4.6%
$871.7M0.7%$71.16
47
2021-Q4
Increased
11M
+3.8%
$838.4M0.7%$70.35
47
2021-Q3
Increased
10.6M
+2.3%
$749.8M0.7%$66.08
46
2021-Q2
Increased
10.3M
+7.5%
$744.4M0.8%$65.32
48
2021-Q1
Increased
9.6M
+4.9%
$663.1M0.8%$62.83
47
2020-Q4
Decreased
9.2M
-25.0%
$570.6M0.7%$55.71
0
2020-Q3
Increased
12.2M
+2.7%
$664.2M1.0%$48.20
51
2020-Q2
Increased
11.9M
+0.5%
$622.4M1.1%$45.95
50
2020-Q1
Increased
11.9M
+3.4%
$547.3M1.2%$41.71
51
2019-Q4
Increased
11.5M
+3.7%
$722.2M1.3%$55.14
52
2019-Q3
Increased
11M
+3.9%
$638.5M1.3%$50.13
52
2019-Q2
Increased
10.6M
+5.0%
$602.6M1.3%$49.12
52
2019-Q1
Increased
10.1M
+6.6%
$555.7M1.3%$47.26
53
2018-Q4
New
9.5M
-
$466.6M1.2%$41.73
71

Other major holders of IUSV: BANK OF AMERICA CORP /DE/

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