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IUSV icon

Atlantic Edge Private Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Atlantic Edge Private Wealth Management’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 		$1.47M Buy
13,310
+2,400
+22% +$260K 0.3% 66
2026
Q1 		$1.12M Buy
10,910
+95
+0.9% +$9.96K 0.27% 69
2025
Q4 		$1.11M Buy
10,815
+6,315
+140% +$640K 0.28% 68
2025
Q3 		$450K Buy
+4,500
New +$438K 0.12% 95
2025
Q2 		– Sell
-10,806
Closed -$997K – 520
2025
Q1 		$997K Buy
10,806
+1,915
+22% +$180K 0.3% 71
2024
Q4 		$823K Sell
8,891
-2,390
-21% -$230K 0.25% 77
2024
Q3 		$1.08M Buy
11,281
+3,500
+45% +$322K 0.33% 70
2024
Q2 		$686K Sell
7,781
-1,925
-20% -$170K 0.23% 81
2024
Q1 		$878K Buy
9,706
+245
+3% +$21.1K 0.3% 73
2023
Q4 		$798K Buy
+9,461
New +$737K 0.32% 72

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IUSV Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 22% in Q2 2026, buying an estimated $260K and bringing the position to 13,310 shares worth $1.47M. The position accounts for 0.3% of the portfolio, ranked #66.

Atlantic Edge Private Wealth Management first reported a position in IUSV in Q4 2023 and has held it in 10 quarters since. 305 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 13,310 shares of iShares Core S&P US Value ETF worth $1.47M as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 2,400 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $260K.
  • iShares Core S&P US Value ETF made up 0.3% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.