EWM
IUSV icon

Elevatus Welath Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Elevatus Welath Management’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 		$287K Sell
2,807
-24
-0.8% -$2.52K 0.15% 106
2025
Q4 		$290K Buy
2,831
+14
+0.5% +$1.42K 0.08% 121
2025
Q3 		$282K Buy
2,817
+189
+7% +$18.4K 0.08% 102
2025
Q2 		$249K Buy
2,628
+2
+0.1% +$181 0.08% 96
2025
Q1 		$242K Buy
2,626
+2
+0.1% +$188 0.14% 87
2024
Q4 		$243K Buy
2,624
+2
+0.1% +$192 0.08% 86
2024
Q3 		$250K Sell
2,622
-1
-0% -$92 0.08% 80
2024
Q2 		$231K Buy
2,623
+2
+0.1% +$176 0.09% 90
2024
Q1 		$237K Buy
2,621
+2
+0.1% +$172 0.09% 78
2023
Q4 		$221K Buy
+2,619
New +$204K 0.1% 83

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 $8.74B AUM 14.62% 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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return