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Ashton Thomas Private Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ashton Thomas Private Wealth’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 		$136K Sell
1,234
-93
-7% -$10.1K ﹤0.01% 1222
2026
Q1 		$136K Buy
+1,327
New +$139K ﹤0.01% 1131
2024
Q3 		– Sell
-1,269
Closed -$112K – 1231
2024
Q2 		$112K Buy
+1,269
New +$112K 0.01% 723

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

Ashton Thomas Private Wealth's IUSV Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares Core S&P US Value ETF (IUSV) stake by 7% in Q2 2026, selling an estimated $10.1K and leaving 1,234 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Ashton Thomas Private Wealth first reported a position in IUSV in Q2 2024 and has held it in 3 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Ashton Thomas Private Wealth held 1,234 shares of iShares Core S&P US Value ETF worth $136K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 93 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $10.1K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1222 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 3 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.