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

Alpha Omega 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 		$205K Buy
+1,860
New +$201K 0.03% 205
2018
Q3 		– Sell
-28
Closed -$2K – 489
2018
Q2 		$2K Hold
28
– – ﹤0.01% 462
2018
Q1 		$1K Buy
+28
New +$1.55K ﹤0.01% 473

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
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

Alpha Omega Wealth Management's IUSV Position: Q2 2026 in Review

Alpha Omega Wealth Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 1,860 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #205 among its holdings. This is a return to the name: Alpha Omega Wealth Management previously reported a position in IUSV as recently as Q2 2018.

Alpha Omega Wealth Management first reported a position in IUSV in Q1 2018 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Alpha Omega Wealth Management held 1,860 shares of iShares Core S&P US Value ETF worth $205K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Alpha Omega Wealth Management position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.03% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Alpha Omega Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2018 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.