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

Copia 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 		$771 Hold
7
– – ﹤0.01% 518
2026
Q1 		$716 Sell
7
-1
-13% -$105 ﹤0.01% 486
2025
Q4 		$820 Buy
8
+1
+14% +$101 ﹤0.01% 482
2025
Q3 		$700 Hold
7
– – ﹤0.01% 443
2025
Q2 		$662 Hold
7
– – ﹤0.01% 433
2025
Q1 		$646 Buy
+7
New +$657 ﹤0.01% 418

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

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

Copia Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 7 shares worth $771. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Copia Wealth Management first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $820 in Q4 2025. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Copia Wealth Management held 7 shares of iShares Core S&P US Value ETF worth $771 as of Q2 2026.
  • Copia Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #518 holding.
  • Copia Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Copia Wealth Management's iShares Core S&P US Value ETF position peaked at $820 in Q4 2025.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.