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

Axxcess 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	$786K	Buy	+7,134	New	+$772K	0.01%	588
2026 Q1	–	Sell	-6,705	Closed	-$688K	–	701
2025 Q4	$688K	Sell	6,705 -7,682	-53%	-$779K	0.01%	602
2025 Q3	$1.44M	Sell	14,387 -4,985	-26%	-$485K	0.03%	378
2025 Q2	$1.83M	Buy	19,372 +16,399	+552%	+$1.48M	0.04%	304
2025 Q1	$274K	Buy	2,973 +187	+7%	+$17.6K	0.01%	712
2024 Q4	$258K	Buy	2,786 +176	+7%	+$16.9K	0.01%	715
2024 Q3	$249K	Buy	+2,610	New	+$240K	0.01%	757
2024 Q1	–	Sell	-14,931	Closed	-$1.26M	–	896
2023 Q4	$1.26M	Buy	14,931 +1,620	+12%	+$126K	0.04%	317
2023 Q3	$993K	Buy	13,311 +8,401	+171%	+$659K	0.03%	320
2023 Q2	$384K	Sell	4,910 -686	-12%	-$51.2K	0.03%	401
2023 Q1	$413K	Buy	+5,596	New	+$412K	0.03%	410

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Axxcess Wealth Management's IUSV Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 7,134 shares worth $786K. The stake represents 0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IUSV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IUSV in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q2 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Axxcess Wealth Management held 7,134 shares of iShares Core S&P US Value ETF worth $786K as of Q2 2026.
iShares Core S&P US Value ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares Core S&P US Value ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #588 holding.
Axxcess Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 11 quarters since.
Axxcess Wealth Management's iShares Core S&P US Value ETF position peaked at $1.83M in Q2 2025.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.