AWA
IUSV icon

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
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 – 1179
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $6.52B 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 $13.4B AUM 19.09% 1-Year Est. Return