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Apella Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Apella Capital’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 		$296K Buy
2,648
+60
+2% +$6.49K ﹤0.01% 583
2026
Q1 		$277K Buy
+2,588
New +$271K ﹤0.01% 573

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

Apella Capital's IUSV Position: Q2 2026 in Review

Apella Capital increased its iShares Core S&P US Value ETF (IUSV) stake by 2.3% in Q2 2026, buying an estimated $6.49K and bringing the position to 2,648 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Apella Capital first reported a position in IUSV in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Apella Capital held 2,648 shares of iShares Core S&P US Value ETF worth $296K as of Q2 2026.
  • Apella Capital bought 60 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $6.49K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #583 holding.
  • Apella Capital first reported a position in iShares Core S&P US Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.