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Arkadios Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Arkadios Wealth 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
Q2 		$6.91M Buy
62,727
+5,318
+9% +$575K 0.1% 205
2026
Q1 		$5.87M Buy
57,409
+6,839
+14% +$717K 0.1% 237
2025
Q4 		$5.19M Buy
50,570
+46,486
+1,138% +$4.71M 0.1% 217
2025
Q3 		$408K Buy
4,084
+181
+5% +$17.6K 0.01% 1031
2025
Q2 		$369K Buy
3,903
+76
+2% +$6.86K 0.01% 970
2025
Q1 		$353K Buy
+3,827
New +$359K 0.01% 838
2021
Q4 		– Sell
-326
Closed -$23K – 1178
2021
Q3 		$23K Sell
326
-708
-68% -$51.4K ﹤0.01% 1158
2021
Q2 		$74K Buy
1,034
+200
+24% +$14.4K 0.01% 809
2021
Q1 		$57K Buy
834
+126
+18% +$8.27K 0.01% 656
2020
Q4 		$44K Buy
+708
New +$41.5K 0.01% 579
2020
Q1 		– Sell
-35
Closed -$2.23K – 1248
2019
Q4 		$2.23K Buy
+35
New +$2.11K ﹤0.01% 810

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
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

Arkadios Wealth Advisors's IUSV Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 9.3% in Q2 2026, buying an estimated $575K and bringing the position to 62,727 shares worth $6.91M. The position accounts for 0.1% of the portfolio, ranked #205.

Arkadios Wealth Advisors first reported a position in IUSV in Q4 2019 and has held it in 11 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Arkadios Wealth Advisors held 62,727 shares of iShares Core S&P US Value ETF worth $6.91M as of Q2 2026.
  • Arkadios Wealth Advisors bought 5,318 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $575K.
  • iShares Core S&P US Value ETF made up 0.1% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 11 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.