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

ERTS 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 Q2	$12.3M	Buy	111,670 +1,389	+1%	+$150K	3.6%	12
2026 Q1	$11.3M	Sell	110,281 -3,867	-3%	-$406K	3.59%	12
2025 Q4	$11.7M	Buy	114,148 +248	+0.2%	+$25.1K	3.67%	12
2025 Q3	$11.4M	Sell	113,900 -513	-0.4%	-$49.9K	3.68%	12
2025 Q2	$10.8M	Sell	114,413 -5,607	-5%	-$506K	3.73%	11
2025 Q1	$11.1M	Buy	120,020 +693	+0.6%	+$65K	2.15%	14
2024 Q4	$11M	Buy	119,327 +2,014	+2%	+$194K	2.08%	14
2024 Q3	$11.2M	Sell	117,313 -3,354	-3%	-$308K	2.1%	14
2024 Q2	$10.6M	Sell	120,667 -100,994	-46%	-$8.9M	2.14%	13
2024 Q1	$20M	Sell	221,661 -8,404	-4%	-$723K	4.09%	8
2023 Q4	$19.4M	Buy	230,065 +995	+0.4%	+$77.5K	4.19%	9
2023 Q3	$17.1M	Buy	229,070 +99,913	+77%	+$7.84M	4.12%	9
2023 Q2	$10.1M	Buy	129,157 +802	+0.6%	+$59.9K	2.36%	12
2023 Q1	$9.47M	Sell	128,355 -57,950	-31%	-$4.27M	2.29%	13
2022 Q4	$13.2M	Sell	186,305 -58,645	-24%	-$4.08M	3.41%	11
2022 Q3	$15.3M	Sell	244,950 -16,013	-6%	-$1.11M	4.3%	10
2022 Q2	$17.5M	Buy	260,963 +32,092	+14%	+$2.31M	4.96%	7
2022 Q1	$17.4M	Sell	228,871 -14,110	-6%	-$1.06M	4.86%	8
2021 Q4	$18.6M	Buy	242,981 +18,199	+8%	+$1.35M	4.43%	8
2021 Q3	$15.9M	Buy	224,782 +16,146	+8%	+$1.17M	4.18%	8
2021 Q2	$15M	Buy	208,636 +61,981	+42%	+$4.46M	4.06%	10
2021 Q1	$10.1M	Buy	146,655 +24,511	+20%	+$1.61M	2.99%	11
2020 Q4	$7.6M	Sell	122,144 -9,510	-7%	-$557K	2.47%	14
2020 Q3	$7.15M	Sell	131,654 -9,513	-7%	-$520K	2.69%	14
2020 Q2	$7.37M	Sell	141,167 -1,073	-0.8%	-$54.8K	2.98%	13
2020 Q1	$6.57M	Sell	142,240 -235,250	-62%	-$13.5M	3.18%	12
2019 Q4	$23.8M	Buy	377,490 +87,967	+30%	+$5.3M	10.71%	3
2019 Q3	$16.7M	Buy	289,523 +93,370	+48%	+$5.31M	8.46%	4
2019 Q2	$11.1M	Buy	196,153 +8,038	+4%	+$448K	6.13%	5
2019 Q1	$10.3M	Buy	188,115 +45,345	+32%	+$2.42M	6.13%	5
2018 Q4	$7.01M	Buy	+142,770	New	+$7.59M	5.01%	4

Other funds holding IUSV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ERTS Wealth Advisors's IUSV Position: Q2 2026 in Review

ERTS Wealth Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 1.3% in Q2 2026, buying an estimated $150K and bringing the position to 111,670 shares worth $12.3M. The position accounts for 3.6% of the portfolio, ranked #12.

ERTS Wealth Advisors first reported a position in IUSV in Q4 2018 and has held it in 31 quarters since. The position peaked at $23.8M in Q4 2019. 716 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

ERTS Wealth Advisors held 111,670 shares of iShares Core S&P US Value ETF worth $12.3M as of Q2 2026.
ERTS Wealth Advisors bought 1,389 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $150K.
iShares Core S&P US Value ETF made up 3.6% of ERTS Wealth Advisors's portfolio in Q2 2026, its #12 holding.
ERTS Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 31 quarters since.
ERTS Wealth Advisors's iShares Core S&P US Value ETF position peaked at $23.8M in Q4 2019.
716 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on ERTS Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.