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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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Annex Advisory Services's IUSV Position: Q2 2026 in Review

Annex Advisory Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 5,583 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #236.

Annex Advisory Services first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Annex Advisory Services held 5,583 shares of iShares Core S&P US Value ETF worth $615K as of Q2 2026.
  • Annex Advisory Services left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #236 holding.
  • Annex Advisory Services first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.