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

Curio 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 		– Sell
-1,674
Closed -$171K – 603
2026
Q1 		$171K Hold
1,674
– – 0.06% 79
2025
Q4 		$174K Hold
1,674
– – 0.06% 84
2025
Q3 		$167K Buy
+1,674
New +$163K 0.07% 76

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 22.9% 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

Curio Wealth's IUSV Position: Q2 2026 in Review

Curio Wealth sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 1,674 shares — an estimated $171K sold.

Curio Wealth first reported a position in IUSV in Q3 2025 and held it in 3 quarters. The position peaked at $174K in Q4 2025. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Curio Wealth reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1,674 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $171K.
  • Curio Wealth first reported a position in iShares Core S&P US Value ETF in Q3 2025 and held it in 3 quarters.
  • Curio Wealth's iShares Core S&P US Value ETF position peaked at $174K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.