Canvas Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Canvas Wealth Advisors’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	$8.94M	Buy	81,196 +4,565	+6%	+$494K	1.25%	21
2026 Q1	$7.84M	Buy	76,631 +2,163	+3%	+$227K	1.33%	20
2025 Q4	$7.64M	Buy	74,468 +2,323	+3%	+$236K	1.3%	20
2025 Q3	$7.26M	Buy	72,145 +2,525	+4%	+$246K	1.32%	20
2025 Q2	$6.74M	Buy	69,620 +1,260	+2%	+$114K	1.33%	19
2025 Q1	$5.89M	Buy	68,360 +1,879	+3%	+$176K	1.51%	18
2024 Q4	$6.16M	Buy	66,481 +3,037	+5%	+$292K	1.55%	21
2024 Q3	$6.06M	Sell	63,444 -1,574	-2%	-$145K	1.67%	19
2024 Q2	$6M	Buy	65,018 +1,002	+2%	+$88.3K	1.85%	18
2024 Q1	$5.47M	Sell	64,016 -10,571	-14%	-$910K	1.84%	16
2023 Q4	$6.27M	Buy	74,587 +12,452	+20%	+$970K	2.28%	14
2023 Q3	$4.53M	Sell	62,135 -6,507	-9%	-$511K	1.86%	15
2023 Q2	$5.54M	Buy	68,642 +5,892	+9%	+$440K	2.05%	15
2023 Q1	$4.66M	Buy	62,750 +23,345	+59%	+$1.72M	1.96%	14
2022 Q4	$2.88M	Sell	39,405 -371	-0.9%	-$25.8K	1.2%	16
2022 Q3	$2.72M	Buy	39,776 +941	+2%	+$65K	1.16%	18
2022 Q2	$2.6M	Buy	38,835 +1,056	+3%	+$75.8K	1.05%	23
2022 Q1	$2.74M	Sell	37,779 -4,536	-11%	-$340K	1%	26
2021 Q4	$3.23M	Buy	42,315 +49	+0.1%	+$3.63K	1.16%	21
2021 Q3	$3M	Sell	42,266 -3,390	-7%	-$246K	1.22%	21
2021 Q2	$3.29M	Buy	45,656 +332	+0.7%	+$23.9K	1.47%	19
2021 Q1	$3.19M	Buy	+45,324	New	+$2.97M	1.86%	15

Other funds holding IUSV

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Canvas Wealth Advisors's IUSV Position: Q2 2026 in Review

Canvas Wealth Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 6% in Q2 2026, buying an estimated $494K and bringing the position to 81,196 shares worth $8.94M. The position accounts for 1.25% of the portfolio, ranked #21.

Canvas Wealth Advisors first reported a position in IUSV in Q1 2021 and has held it in 22 quarters since. 150 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Canvas Wealth Advisors held 81,196 shares of iShares Core S&P US Value ETF worth $8.94M as of Q2 2026.
Canvas Wealth Advisors bought 4,565 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $494K.
iShares Core S&P US Value ETF made up 1.25% of Canvas Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Canvas Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 22 quarters since.
150 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.