Able Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Able Wealth 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	$7.22M	Buy	65,508 +561	+0.9%	+$60.7K	1.66%	18
2026 Q1	$6.64M	Buy	64,947 +1,423	+2%	+$149K	1.78%	18
2025 Q4	$6.51M	Buy	63,524 +832	+1%	+$84.4K	2.06%	15
2025 Q3	$6.27M	Sell	62,692 -698	-1%	-$67.9K	2.36%	16
2025 Q2	$6M	Buy	63,390 +1,649	+3%	+$149K	3.03%	10
2025 Q1	$5.7M	Buy	61,741 +78	+0.1%	+$7.32K	3.36%	8
2024 Q4	$5.71M	Buy	61,663 +2,697	+5%	+$259K	3.75%	6
2024 Q3	$5.63M	Buy	58,966 +1,242	+2%	+$114K	4.27%	5
2024 Q2	$5.09M	Buy	57,724 +866	+2%	+$76.3K	4.19%	5
2024 Q1	$5.14M	Buy	56,858 +1,133	+2%	+$97.5K	4.49%	5
2023 Q4	$4.7M	Buy	+55,725	New	+$4.34M	4.27%	5

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

Able Wealth Management's IUSV Position: Q2 2026 in Review

Able Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.86% in Q2 2026, buying an estimated $60.7K and bringing the position to 65,508 shares worth $7.22M. The position accounts for 1.66% of the portfolio, ranked #18.

Able Wealth Management first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Able Wealth Management held 65,508 shares of iShares Core S&P US Value ETF worth $7.22M as of Q2 2026.
Able Wealth Management bought 561 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $60.7K.
iShares Core S&P US Value ETF made up 1.66% of Able Wealth Management's portfolio in Q2 2026, its #18 holding.
Able Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.