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 Q2	$310K	Buy	2,818 +11	+0.4%	+$1.19K	0.08%	179
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 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 22.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Elevatus Welath Management's IUSV Position: Q2 2026 in Review

Elevatus Welath Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.39% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,818 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #179.

Elevatus Welath Management first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Elevatus Welath Management held 2,818 shares of iShares Core S&P US Value ETF worth $310K as of Q2 2026.
Elevatus Welath Management bought 11 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.19K.
iShares Core S&P US Value ETF made up 0.08% of Elevatus Welath Management's portfolio in Q2 2026, its #179 holding.
Elevatus Welath Management first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.