Amplius Wealth Advisors
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
Q3 		$7.79M Sell
70,628
-8,347
-11% -$944K 0.53% 35
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Amplius Wealth Advisors's IUSV Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 11% in Q3 2026, selling an estimated $944K and leaving 70,628 shares worth $7.79M. The position accounts for 0.53% of the portfolio, ranked #35.

Amplius Wealth Advisors first reported a position in IUSV in Q4 2021 and has held it in 20 quarters since. The position peaked at $18.9M in Q4 2021. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Amplius Wealth Advisors held 70,628 shares of iShares Core S&P US Value ETF worth $7.79M as of Q3 2026.
  • Amplius Wealth Advisors sold 8,347 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $944K.
  • iShares Core S&P US Value ETF made up 0.53% of Amplius Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Amplius Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's iShares Core S&P US Value ETF position peaked at $18.9M in Q4 2021.
  • 733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.