Savvy Advisors, Inc. IUSB holdings history
ISHR CR UNVRSE USD BD ETF-UI · CUSIP 46434V613 · CIK 2003633
As of 2026-06-30, Savvy Advisors, Inc. reported 3.84M IUSB (shares), valued at $177.34M, or 3.79% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 14.93%; reported value increased 14.83%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.79% | 3,842,612 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 4.14% | 3,343,314 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 4.27% | 2,839,695 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 3.81% | 1,774,562 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 3.48% | 1,129,771 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 4.34% | 937,531 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 3.48% | 640,148 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 4.51% | 471,144 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 3.52% | 238,873 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 3.72% | 141,395 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 2.65% | 59,346 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 2.65% | 59,346 | $2.73M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 3.72% | 141,395 | $6.45M | Shares increased 138.26%; reported value increased 135.77%, and weight changed +1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 3.52% | 238,873 | $10.80M | Shares increased 68.94%; reported value increased 67.57%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 4.51% | 471,144 | $22.20M | Shares increased 97.24%; reported value increased 105.52%, and weight changed +0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 3.48% | 640,148 | $28.93M | Shares increased 35.87%; reported value increased 30.33%, and weight changed -1.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 4.34% | 937,531 | $43.20M | Shares increased 46.46%; reported value increased 49.31%, and weight changed +0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 3.48% | 1,129,771 | $52.23M | Shares increased 20.50%; reported value increased 20.90%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 3.81% | 1,774,562 | $82.89M | Shares increased 57.07%; reported value increased 58.70%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 4.27% | 2,839,695 | $132.16M | Shares increased 60.02%; reported value increased 59.44%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 4.14% | 3,343,314 | $154.43M | Shares increased 17.73%; reported value increased 16.85%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 3.79% | 3,842,612 | $177.34M | Shares increased 14.93%; reported value increased 14.83%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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