EWA
IUSV icon

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

Elevate Wealth Advisory’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
Q1 		$997K Buy
9,752
+49
+0.5% +$5.14K 0.63% 29
2025
Q4 		$995K Sell
9,703
-1,321
-12% -$134K 0.68% 26
2025
Q3 		$1.1M Buy
11,024
+18
+0.2% +$1.75K 0.8% 24
2025
Q2 		$1.04M Sell
11,006
-440
-4% -$39.7K 0.74% 30
2025
Q1 		$1.06M Buy
11,446
+6
+0.1% +$563 0.75% 29
2024
Q4 		$1.06M Sell
11,440
-816
-7% -$78.5K 0.79% 28
2024
Q3 		$1.17M Sell
12,256
-573
-4% -$52.7K 0.87% 26
2024
Q2 		$1.13M Sell
12,829
-743
-5% -$65.5K 0.92% 25
2024
Q1 		$1.23M Sell
13,572
-7,028
-34% -$605K 1.07% 23
2023
Q4 		$1.74M Buy
+20,600
New +$1.6M 1.59% 18

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Elevate Wealth Advisory's IUSV Position: Q1 2026 in Review

Elevate Wealth Advisory increased its iShares Core S&P US Value ETF (IUSV) stake by 0.5% in Q1 2026, buying an estimated $5.14K and bringing the position to 9,752 shares worth $997K. The position accounts for 0.63% of the portfolio, ranked #29.

Elevate Wealth Advisory first reported a position in IUSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.74M in Q4 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Elevate Wealth Advisory held 9,752 shares of iShares Core S&P US Value ETF worth $997K as of Q1 2026.
  • Elevate Wealth Advisory bought 49 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $5.14K.
  • iShares Core S&P US Value ETF made up 0.63% of Elevate Wealth Advisory's portfolio in Q1 2026, its #29 holding.
  • Elevate Wealth Advisory first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Elevate Wealth Advisory's iShares Core S&P US Value ETF position peaked at $1.74M in Q4 2023.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.