AWM
IUSV icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Apollon Wealth Management's IUSV Position: Q1 2026 in Review

Apollon Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 17% in Q1 2026, buying an estimated $38K and bringing the position to 2,440 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Apollon Wealth Management first reported a position in IUSV in Q3 2022 and has held it in 10 quarters since. The position peaked at $841K in Q2 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Apollon Wealth Management held 2,440 shares of iShares Core S&P US Value ETF worth $249K as of Q1 2026.
  • Apollon Wealth Management bought 362 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $38K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1206 holding.
  • Apollon Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2022 and has held it in 10 quarters since.
  • Apollon Wealth Management's iShares Core S&P US Value ETF position peaked at $841K in Q2 2023.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.