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Apollon Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Apollon Financial’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 		$3.08M Buy
27,987
+187
+0.7% +$20.2K 0.36% 69
2026
Q1 		$2.84M Buy
27,800
+7,734
+39% +$811K 0.39% 68
2025
Q4 		$2.06M Buy
20,066
+4,822
+32% +$489K 0.3% 79
2025
Q3 		$1.52M Buy
15,244
+4,378
+40% +$426K 0.25% 84
2025
Q2 		$1.03M Buy
10,866
+3,772
+53% +$340K 0.21% 100
2025
Q1 		$655K Buy
7,094
+3,520
+98% +$330K 0.15% 110
2024
Q4 		$331K Buy
+3,574
New +$344K 0.08% 151

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
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Apollon Financial's IUSV Position: Q2 2026 in Review

Apollon Financial increased its iShares Core S&P US Value ETF (IUSV) stake by 0.67% in Q2 2026, buying an estimated $20.2K and bringing the position to 27,987 shares worth $3.08M. The position accounts for 0.36% of the portfolio, ranked #69.

Apollon Financial first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 230 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Apollon Financial held 27,987 shares of iShares Core S&P US Value ETF worth $3.08M as of Q2 2026.
  • Apollon Financial bought 187 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $20.2K.
  • iShares Core S&P US Value ETF made up 0.36% of Apollon Financial's portfolio in Q2 2026, its #69 holding.
  • Apollon Financial first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 230 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.