Echo45 Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Echo45 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 Q3	$407K	Buy	+3,693	New	+$418K	0.19%	65

Other funds holding IUSV

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Echo45 Advisors's IUSV Position: Q3 2026 in Review

Echo45 Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q3 2026: 3,693 shares worth $407K. The stake represents 0.19% of the portfolio and ranks #65 among its holdings.

122 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Echo45 Advisors held 3,693 shares of iShares Core S&P US Value ETF worth $407K as of Q3 2026.
iShares Core S&P US Value ETF was a new Echo45 Advisors position in Q3 2026.
iShares Core S&P US Value ETF made up 0.19% of Echo45 Advisors's portfolio in Q3 2026, its #65 holding.
122 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.