Empirical Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Empirical Wealth 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	$635K	Hold	5,767	–	–	0.01%	575
2026 Q1	$590K	Hold	5,767	–	–	0.01%	518
2025 Q4	$591K	Sell	5,767 -3,710	-39%	-$376K	0.01%	459
2025 Q3	$947K	Buy	9,477 +3,754	+66%	+$365K	0.02%	336
2025 Q2	$542K	Buy	5,723 +713	+14%	+$64.3K	0.01%	409
2025 Q1	$462K	Hold	5,010	–	–	0.01%	418
2024 Q4	$464K	Hold	5,010	–	–	0.01%	398
2024 Q3	$478K	Hold	5,010	–	–	0.01%	379
2024 Q2	$442K	Buy	+5,010	New	+$442K	0.01%	385

Other funds holding IUSV

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

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Empirical Wealth Management's IUSV Position: Q2 2026 in Review

Empirical Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 5,767 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #575.

Empirical Wealth Management first reported a position in IUSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $947K in Q3 2025. 341 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Empirical Wealth Management held 5,767 shares of iShares Core S&P US Value ETF worth $635K as of Q2 2026.
Empirical Wealth Management 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 Empirical Wealth Management's portfolio in Q2 2026, its #575 holding.
Empirical Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 9 quarters since.
Empirical Wealth Management's iShares Core S&P US Value ETF position peaked at $947K in Q3 2025.
341 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.