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EP Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

EP Wealth Advisors’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 		$3.84M Sell
37,592
-1,534
-4% -$161K 0.02% 354
2025
Q4 		$4.01M Buy
+39,126
New +$3.97M 0.02% 314
2025
Q2 		$7.11M Buy
75,182
+37,772
+101% +$3.41M 0.05% 220
2025
Q1 		$3.45M Sell
37,410
-362
-1% -$34K 0.03% 272
2024
Q4 		$3.5M Buy
37,772
+1,409
+4% +$136K 0.03% 263
2024
Q3 		$3.47M Sell
36,363
-357
-1% -$32.8K 0.03% 264
2024
Q2 		$3.24M Sell
36,720
-645
-2% -$56.8K 0.03% 224
2024
Q1 		$3.38M Sell
37,365
-1,147
-3% -$98.7K 0.04% 212
2023
Q4 		$3.25M Sell
38,512
-166
-0.4% -$12.9K 0.04% 207
2023
Q3 		$2.89M Buy
38,678
+35,033
+961% +$2.75M 0.04% 208
2023
Q2 		$3.13M Sell
3,645
-10,031
-73% -$749K 0.05% 199
2023
Q1 		$1.21M Sell
13,676
-25,356
-65% -$1.87M 0.02% 285
2022
Q4 		$2.76M Sell
39,032
-1,377
-3% -$95.8K 0.05% 185
2022
Q3 		$2.53M Sell
40,409
-2,126
-5% -$147K 0.06% 172
2022
Q2 		$2.85M Sell
42,535
-787
-2% -$56.5K 0.06% 162
2022
Q1 		$3.29M Sell
43,322
-2,213
-5% -$166K 0.07% 152
2021
Q4 		$3.48M Sell
45,535
-343
-0.7% -$25.4K 0.08% 136
2021
Q3 		$3.25M Sell
45,878
-6,252
-12% -$454K 0.09% 125
2021
Q2 		$3.75M Buy
52,130
+79
+0.2% +$5.68K 0.1% 124
2021
Q1 		$3.59M Buy
52,051
+40,971
+370% +$2.69M 0.11% 122
2020
Q4 		$689K Buy
+11,080
New +$649K 0.02% 223
2020
Q3 		– Sell
-11,173
Closed -$584K – 362
2020
Q2 		$584K Sell
11,173
-3,064
-22% -$156K 0.02% 228
2020
Q1 		$657K Sell
14,237
-2,998
-17% -$172K 0.03% 223
2019
Q4 		$1.09M Buy
17,235
+638
+4% +$38.5K 0.04% 182
2019
Q3 		$959K Buy
+16,597
New +$944K 0.05% 162

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

EP Wealth Advisors's IUSV Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 3.9% in Q1 2026, selling an estimated $161K and leaving 37,592 shares worth $3.84M. The position accounts for 0.02% of the portfolio, ranked #354.

EP Wealth Advisors first reported a position in IUSV in Q3 2019 and has held it in 25 quarters since. The position peaked at $7.11M in Q2 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • EP Wealth Advisors held 37,592 shares of iShares Core S&P US Value ETF worth $3.84M as of Q1 2026.
  • EP Wealth Advisors sold 1,534 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $161K.
  • iShares Core S&P US Value ETF made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #354 holding.
  • EP Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2019 and has held it in 25 quarters since.
  • EP Wealth Advisors's iShares Core S&P US Value ETF position peaked at $7.11M in Q2 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.