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

Grey Fox 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 		$948K Sell
8,605
-270
-3% -$29.2K 0.15% 75
2026
Q1 		$907K Sell
8,875
-592
-6% -$62.1K 0.18% 70
2025
Q4 		$971K Sell
9,467
-1,320
-12% -$134K 0.2% 66
2025
Q3 		$1.08M Sell
10,787
-253
-2% -$24.6K 0.22% 64
2025
Q2 		$1.04M Buy
11,040
+2,149
+24% +$194K 0.25% 59
2025
Q1 		$821K Sell
8,891
-627
-7% -$58.8K 0.22% 66
2024
Q4 		$881K Sell
9,518
-664
-7% -$63.9K 0.24% 63
2024
Q3 		$972K Buy
10,182
+7,528
+284% +$692K 0.27% 58
2024
Q2 		$234K Buy
2,654
+12
+0.5% +$1.06K 0.08% 115
2024
Q1 		$239K Sell
2,642
-243
-8% -$20.9K 0.09% 114
2023
Q4 		$243K Sell
2,885
-135,094
-98% -$10.5M 0.11% 96
2023
Q3 		$10.4M Buy
137,979
+134,985
+4,509% +$10.6M 5.19% 6
2023
Q2 		$234K Buy
2,994
+11
+0.4% +$822 0.12% 93
2023
Q1 		$220K Buy
2,983
+14
+0.5% +$1.03K 0.13% 88
2022
Q4 		$210K Buy
+2,969
New +$206K 0.14% 87

Other funds holding IUSV

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
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
FG
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
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grey Fox Wealth Advisors's IUSV Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 3% in Q2 2026, selling an estimated $29.2K and leaving 8,605 shares worth $948K. The position accounts for 0.15% of the portfolio, ranked #75.

Grey Fox Wealth Advisors first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.4M in Q3 2023. 224 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Grey Fox Wealth Advisors held 8,605 shares of iShares Core S&P US Value ETF worth $948K as of Q2 2026.
  • Grey Fox Wealth Advisors sold 270 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $29.2K.
  • iShares Core S&P US Value ETF made up 0.15% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Grey Fox Wealth Advisors's iShares Core S&P US Value ETF position peaked at $10.4M in Q3 2023.
  • 224 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.