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IUSV icon

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
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

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elevation Wealth Partners's IUSV Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 384 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #348.

Elevation Wealth Partners first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $78.8K in Q4 2024. 349 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Elevation Wealth Partners held 384 shares of iShares Core S&P US Value ETF worth $42.3K as of Q2 2026.
  • Elevation Wealth Partners left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #348 holding.
  • Elevation Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Elevation Wealth Partners's iShares Core S&P US Value ETF position peaked at $78.8K in Q4 2024.
  • 349 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.