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

Aptus Capital Advisors’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 		$155K Sell
1,518
-96
-6% -$10.1K ﹤0.01% 1060
2025
Q4 		$166K Sell
1,614
-45
-3% -$4.56K ﹤0.01% 1066
2025
Q3 		$166K Sell
1,659
-86
-5% -$8.37K ﹤0.01% 1017
2025
Q2 		$165K Sell
1,745
-622
-26% -$56.1K ﹤0.01% 985
2025
Q1 		$218K Buy
2,367
+686
+41% +$64.4K ﹤0.01% 864
2024
Q4 		$156K Buy
1,681
+1,274
+313% +$123K ﹤0.01% 938
2024
Q3 		$38.9K Buy
407
+25
+7% +$2.3K ﹤0.01% 966
2024
Q2 		$33.7K Buy
382
+50
+15% +$4.41K ﹤0.01% 934
2024
Q1 		$30K Sell
332
-445
-57% -$38.3K ﹤0.01% 935
2023
Q4 		$65.5K Hold
777
– – ﹤0.01% 652
2023
Q3 		$58K Buy
777
+574
+283% +$45.1K ﹤0.01% 676
2023
Q2 		$15.9K Buy
203
+157
+341% +$11.7K ﹤0.01% 674
2023
Q1 		$3.39K Sell
46
-2,935
-98% -$216K ﹤0.01% 746
2022
Q4 		$211K Sell
2,981
-248
-8% -$17.2K 0.01% 471
2022
Q3 		$202K Buy
3,229
+924
+40% +$63.8K ﹤0.01% 438
2022
Q2 		$154K Buy
2,305
+368
+19% +$26.4K ﹤0.01% 397
2022
Q1 		$147K Buy
+1,937
New +$145K ﹤0.01% 447

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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Aptus Capital Advisors's IUSV Position: Q1 2026 in Review

Aptus Capital Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.9% in Q1 2026, selling an estimated $10.1K and leaving 1,518 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Aptus Capital Advisors first reported a position in IUSV in Q1 2022 and has held it in 17 quarters since. The position peaked at $218K in Q1 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Aptus Capital Advisors held 1,518 shares of iShares Core S&P US Value ETF worth $155K as of Q1 2026.
  • Aptus Capital Advisors sold 96 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $10.1K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1060 holding.
  • Aptus Capital Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 17 quarters since.
  • Aptus Capital Advisors's iShares Core S&P US Value ETF position peaked at $218K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.