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 Q2	$1.08M	Buy	9,772 +20	+0.2%	+$2.16K	0.61%	29
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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: Q2 2026 in Review

Elevate Wealth Advisory increased its iShares Core S&P US Value ETF (IUSV) stake by 0.21% in Q2 2026, buying an estimated $2.16K and bringing the position to 9,772 shares worth $1.08M. The position accounts for 0.61% of the portfolio, ranked #29.

Elevate Wealth Advisory first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q4 2023. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Elevate Wealth Advisory held 9,772 shares of iShares Core S&P US Value ETF worth $1.08M as of Q2 2026.
Elevate Wealth Advisory bought 20 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $2.16K.
iShares Core S&P US Value ETF made up 0.61% of Elevate Wealth Advisory's portfolio in Q2 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 11 quarters since.
Elevate Wealth Advisory's iShares Core S&P US Value ETF position peaked at $1.74M in Q4 2023.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.