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 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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Accel Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 2,253 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #252.

Accel Wealth Management first reported a position in IUSV in Q4 2020 and has held it in 19 quarters since. 201 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Accel Wealth Management held 2,253 shares of iShares Core S&P US Value ETF worth $248K as of Q2 2026.
Accel Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #252 holding.
Accel Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 19 quarters since.
201 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.