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Avestar Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Avestar Capital’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 		$421K Buy
+3,818
New +$413K 0.02% 408

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avestar Capital's IUSV Position: Q2 2026 in Review

Avestar Capital opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 3,818 shares worth $421K. The stake represents 0.02% of the portfolio and ranks #408 among its holdings.

371 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Avestar Capital held 3,818 shares of iShares Core S&P US Value ETF worth $421K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Avestar Capital position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #408 holding.
  • 371 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.