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

Aprio 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	$424K	Sell	3,847 -35	-0.9%	-$3.79K	0.02%	423
2026 Q1	$397K	Sell	3,882 -3,927	-50%	-$412K	0.02%	418
2025 Q4	$801K	Sell	7,809 -2,161	-22%	-$219K	0.05%	234
2025 Q3	$997K	Sell	9,970 -750	-7%	-$73K	0.1%	126
2025 Q2	$1.01M	Sell	10,720 -2,206	-17%	-$199K	0.11%	109
2025 Q1	$1.19M	Buy	+12,926	New	+$1.21M	0.15%	92
2020 Q1	–	Sell	-26,386	Closed	-$1.66M	–	68
2019 Q4	$1.66M	Buy	+26,386	New	+$1.59M	1.23%	18

Other funds holding IUSV

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

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

Aprio Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.9% in Q2 2026, selling an estimated $3.79K and leaving 3,847 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #423.

Aprio Wealth Management first reported a position in IUSV in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2019. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Aprio Wealth Management held 3,847 shares of iShares Core S&P US Value ETF worth $424K as of Q2 2026.
Aprio Wealth Management sold 35 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.79K.
iShares Core S&P US Value ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #423 holding.
Aprio Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 7 quarters since.
Aprio Wealth Management's iShares Core S&P US Value ETF position peaked at $1.66M in Q4 2019.
251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.