Arax Advisory Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Arax Advisory Partners’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	$49.6M	Buy	450,235 +444,103	+7,242%	+$48.1M	0.33%	54
2026 Q1	$627K	Sell	6,132 -82	-1%	-$8.6K	0.02%	563
2025 Q4	$637K	Buy	+6,214	New	+$630K	0.02%	509
2025 Q3	–	Sell	-5,561	Closed	-$562K	–	3962
2025 Q2	$562K	Sell	5,561 -864	-13%	-$78K	0.03%	369
2025 Q1	$593K	Sell	6,425 -46	-0.7%	-$4.32K	0.04%	266
2024 Q4	$599K	Buy	+6,471	New	+$622K	0.04%	251
2020 Q2	–	Sell	-344	Closed	-$16K	–	692
2020 Q1	$16K	Buy	+344	New	+$19.8K	﹤0.01%	478
2019 Q3	–	Sell	-438	Closed	-$25K	–	594
2019 Q2	$25K	Buy	+438	New	+$24.4K	0.01%	389

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 22.96% 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

Arax Advisory Partners's IUSV Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 7,242% in Q2 2026, buying an estimated $48.1M and bringing the position to 450,235 shares worth $49.6M. The position accounts for 0.33% of the portfolio, ranked #54.

Arax Advisory Partners first reported a position in IUSV in Q2 2019 and has held it in 8 quarters since. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Arax Advisory Partners held 450,235 shares of iShares Core S&P US Value ETF worth $49.6M as of Q2 2026.
Arax Advisory Partners bought 444,103 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $48.1M.
iShares Core S&P US Value ETF made up 0.33% of Arax Advisory Partners's portfolio in Q2 2026, its #54 holding.
Arax Advisory Partners first reported a position in iShares Core S&P US Value ETF in Q2 2019 and has held it in 8 quarters since.
807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.