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

Elevation Wealth Partners’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	$42.3K	Hold	384	–	–	0.01%	441
2026 Q2	$42.3K	Hold	384	–	–	0.01%	348
2026 Q1	$39.3K	Hold	384	–	–	0.01%	276
2025 Q4	$39.4K	Hold	384	–	–	0.01%	272
2025 Q3	$38.4K	Hold	384	–	–	0.01%	269
2025 Q2	$36.3K	Sell	384 -467	-55%	-$42.1K	0.01%	266
2025 Q1	$78.5K	Hold	851	–	–	0.03%	191
2024 Q4	$78.8K	Buy	+851	New	+$81.8K	0.03%	187

Other funds holding IUSV

CNBT

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

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

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

CNTOF

Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Elevation Wealth Partners's IUSV Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 384 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #441.

Elevation Wealth Partners first reported a position in IUSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $78.8K in Q4 2024. 31 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Elevation Wealth Partners held 384 shares of iShares Core S&P US Value ETF worth $42.3K as of Q3 2026.
Elevation Wealth Partners left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
iShares Core S&P US Value ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #441 holding.
Elevation Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 8 quarters since.
Elevation Wealth Partners's iShares Core S&P US Value ETF position peaked at $78.8K in Q4 2024.
31 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.