CW
IUSV icon

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

CreativeOne Wealth’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 		$400K Buy
3,630
+665
+22% +$72K 0.01% 879
2026
Q1 		$303K Buy
2,965
+652
+28% +$68.4K 0.01% 976
2025
Q4 		$237K Buy
2,313
+183
+9% +$18.6K 0.01% 1056
2025
Q3 		$213K Sell
2,130
-121
-5% -$11.8K 0.01% 1077
2025
Q2 		$213K Buy
+2,251
New +$203K 0.01% 1036

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

CreativeOne Wealth's IUSV Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares Core S&P US Value ETF (IUSV) stake by 22% in Q2 2026, buying an estimated $72K and bringing the position to 3,630 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #879.

CreativeOne Wealth first reported a position in IUSV in Q2 2025 and has held it in 5 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • CreativeOne Wealth held 3,630 shares of iShares Core S&P US Value ETF worth $400K as of Q2 2026.
  • CreativeOne Wealth bought 665 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $72K.
  • iShares Core S&P US Value ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #879 holding.
  • CreativeOne Wealth first reported a position in iShares Core S&P US Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.