Annex Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Annex Advisory Services’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	$645K	Buy	5,848 +265	+5%	+$30K	0.01%	245
2026 Q2	$615K	Hold	5,583	–	–	0.01%	236
2026 Q1	$571K	Sell	5,583 -300	-5%	-$31.5K	0.01%	238
2025 Q4	$603K	Buy	5,883 +17	+0.3%	+$1.72K	0.01%	228
2025 Q3	$586K	Hold	5,866	–	–	0.01%	203
2025 Q2	$555K	Hold	5,866	–	–	0.01%	209
2025 Q1	$541K	Sell	5,866 -201	-3%	-$18.9K	0.02%	206
2024 Q4	$562K	Buy	+6,067	New	+$584K	0.02%	202

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

Annex Advisory Services's IUSV Position: Q3 2026 in Review

Annex Advisory Services increased its iShares Core S&P US Value ETF (IUSV) stake by 4.7% in Q3 2026, buying an estimated $30K and bringing the position to 5,848 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #245.

Annex Advisory Services first reported a position in IUSV in Q4 2024 and has held it in 8 quarters since. 271 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Annex Advisory Services held 5,848 shares of iShares Core S&P US Value ETF worth $645K as of Q3 2026.
Annex Advisory Services bought 265 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $30K.
iShares Core S&P US Value ETF made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #245 holding.
Annex Advisory Services first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 8 quarters since.
271 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.