Arlington Trust’s iShares Core S&P US Value ETF IUSV Stock Holding History

Arlington Trust’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	$52.9K	Sell	480 -20	-4%	-$2.16K	﹤0.01%	260
2026 Q1	$51.1K	Hold	500	–	–	﹤0.01%	220
2025 Q4	$51.3K	Hold	500	–	–	0.01%	197
2025 Q3	$50K	Sell	500 -500	-50%	-$48.7K	0.01%	359
2025 Q2	$94.6K	Sell	1,000 -332	-25%	-$30K	0.02%	268
2025 Q1	$123K	Hold	1,332	–	–	0.03%	233
2024 Q4	$123K	Hold	1,332	–	–	0.03%	238
2024 Q3	$127K	Sell	1,332 -175	-12%	-$16.1K	0.03%	223
2024 Q2	$133K	Hold	1,507	–	–	0.03%	210
2024 Q1	$136K	Sell	1,507 -802	-35%	-$69K	0.04%	185
2023 Q4	$195K	Buy	+2,309	New	+$180K	0.05%	138

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Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return