AWA
IUSV icon

Amplius Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Amplius Wealth Advisors’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 		$8.7M Sell
78,975
-5,646
-7% -$611K 0.64% 29
2026
Q1 		$8.65M Sell
84,621
-2,649
-3% -$278K 0.72% 26
2025
Q4 		$8.95M Sell
87,270
-433
-0.5% -$43.9K 0.75% 25
2025
Q3 		$8.77M Sell
87,703
-33,562
-28% -$3.27M 0.76% 24
2025
Q2 		$11.5M Sell
121,265
-86
-0.1% -$7.76K 1.07% 26
2025
Q1 		$11.2M Buy
121,351
+1,307
+1% +$123K 1.16% 25
2024
Q4 		$11.1M Sell
120,044
-1,775
-1% -$171K 1.14% 27
2024
Q3 		$11.6M Sell
121,819
-4,478
-4% -$412K 1.27% 26
2024
Q2 		$11.1M Sell
126,297
-4,874
-4% -$430K 1.24% 25
2024
Q1 		$11.9M Sell
131,171
-16,343
-11% -$1.41M 1.33% 23
2023
Q4 		$12.4M Sell
147,514
-1,652
-1% -$129K 1.5% 22
2023
Q3 		$11.1M Sell
149,166
-6,160
-4% -$483K 1.49% 22
2023
Q2 		$12.2M Sell
155,326
-7,461
-5% -$557K 1.64% 17
2023
Q1 		$12M Sell
162,787
-3,284
-2% -$242K 1.72% 15
2022
Q4 		$11.7M Sell
166,071
-46,836
-22% -$3.26M 1.87% 11
2022
Q3 		$13.3M Buy
212,907
+10,330
+5% +$713K 2.38% 15
2022
Q2 		$13.5M Sell
202,577
-24,940
-11% -$1.79M 2.19% 16
2022
Q1 		$17.3M Sell
227,517
-19,516
-8% -$1.46M 2.65% 11
2021
Q4 		$18.9M Buy
+247,033
New +$18.3M 2.6% 10

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

Amplius Wealth Advisors's IUSV Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 6.7% in Q2 2026, selling an estimated $611K and leaving 78,975 shares worth $8.7M. The position accounts for 0.64% of the portfolio, ranked #29.

Amplius Wealth Advisors first reported a position in IUSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.9M in Q4 2021. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Amplius Wealth Advisors held 78,975 shares of iShares Core S&P US Value ETF worth $8.7M as of Q2 2026.
  • Amplius Wealth Advisors sold 5,646 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $611K.
  • iShares Core S&P US Value ETF made up 0.64% of Amplius Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Amplius Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's iShares Core S&P US Value ETF position peaked at $18.9M in Q4 2021.
  • 251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.