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

Accel 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 Q3	$259K	Buy	2,352 +99	+4%	+$11.2K	0.06%	247
2026 Q2	$248K	Hold	2,253	–	–	0.06%	252
2026 Q1	$230K	Hold	2,253	–	–	0.06%	250
2025 Q4	$231K	Hold	2,253	–	–	0.06%	248
2025 Q3	$225K	Hold	2,253	–	–	0.07%	247
2025 Q2	$213K	Hold	2,253	–	–	0.07%	240
2025 Q1	$208K	Hold	2,253	–	–	0.08%	232
2024 Q4	$209K	Hold	2,253	–	–	0.08%	230
2024 Q3	$215K	Buy	+2,253	New	+$207K	0.08%	229
2024 Q2	–	Sell	-2,228	Closed	-$202K	–	251
2024 Q1	$202K	Buy	+2,228	New	+$192K	0.09%	218
2023 Q2	–	Sell	-354	Closed	-$26.1K	–	520
2023 Q1	$26.1K	Hold	354	–	–	0.01%	635
2022 Q4	$25K	Hold	354	–	–	0.01%	498
2022 Q3	$23K	Hold	354	–	–	0.01%	519
2022 Q2	$24K	Hold	354	–	–	0.01%	492
2022 Q1	$27K	Hold	354	–	–	0.01%	494
2021 Q4	$27K	Hold	354	–	–	0.01%	508
2021 Q3	$25K	Hold	354	–	–	0.02%	454
2021 Q2	$25K	Hold	354	–	–	0.02%	477
2021 Q1	$24K	Hold	354	–	–	0.02%	457
2020 Q4	$22K	Buy	+354	New	+$20.7K	0.02%	465

Other funds holding IUSV

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Accel Wealth Management's IUSV Position: Q3 2026 in Review

Accel Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 4.4% in Q3 2026, buying an estimated $11.2K and bringing the position to 2,352 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #247.

Accel Wealth Management first reported a position in IUSV in Q4 2020 and has held it in 20 quarters since. 313 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Accel Wealth Management held 2,352 shares of iShares Core S&P US Value ETF worth $259K as of Q3 2026.
Accel Wealth Management bought 99 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $11.2K.
iShares Core S&P US Value ETF made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #247 holding.
Accel Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 20 quarters since.
313 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.