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

Apollon Wealth Management’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	$269K	Buy	2,445 +5	+0.2%	+$541	﹤0.01%	1338
2026 Q1	$249K	Buy	2,440 +362	+17%	+$38K	﹤0.01%	1206
2025 Q4	$213K	Buy	2,078 +37	+2%	+$3.75K	﹤0.01%	1203
2025 Q3	$204K	Buy	+2,041	New	+$199K	﹤0.01%	1223
2024 Q4	–	Sell	-6,006	Closed	-$574K	–	1244
2024 Q3	$574K	Buy	+6,006	New	+$552K	0.02%	657
2024 Q2	–	Sell	-2,259	Closed	-$204K	–	1135
2024 Q1	$204K	Sell	2,259 -3,016	-57%	-$260K	0.01%	1035
2023 Q4	$445K	Buy	5,275 +1,347	+34%	+$105K	0.02%	695
2023 Q3	$293K	Sell	3,928 -6,819	-63%	-$535K	0.01%	711
2023 Q2	$841K	Buy	+10,747	New	+$803K	0.04%	446
2023 Q1	–	Sell	-6,218	Closed	-$439K	–	893
2022 Q4	$439K	Buy	6,218 +1,363	+28%	+$94.8K	0.03%	552
2022 Q3	$304K	Buy	+4,855	New	+$335K	0.03%	593

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Apollon Wealth Management's IUSV Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.2% in Q2 2026, buying an estimated $541 and bringing the position to 2,445 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Apollon Wealth Management first reported a position in IUSV in Q3 2022 and has held it in 11 quarters since. The position peaked at $841K in Q2 2023. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Apollon Wealth Management held 2,445 shares of iShares Core S&P US Value ETF worth $269K as of Q2 2026.
Apollon Wealth Management bought 5 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $541.
iShares Core S&P US Value ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1338 holding.
Apollon Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2022 and has held it in 11 quarters since.
Apollon Wealth Management's iShares Core S&P US Value ETF position peaked at $841K in Q2 2023.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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