Innovative Wealth Building’s iShares Core S&P US Value ETF IUSV Stock Holding History

Innovative Wealth Building’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	$848K	Buy	7,696 +161	+2%	+$17.4K	0.49%	35
2026 Q1	$770K	Buy	7,535 +93	+1%	+$9.75K	0.54%	31
2025 Q4	$763K	Sell	7,442 -17	-0.2%	-$1.72K	0.56%	30
2025 Q3	$746K	Buy	7,459 +41	+0.6%	+$3.99K	0.58%	31
2025 Q2	$702K	Sell	7,418 -6,414	-46%	-$579K	0.58%	31
2025 Q1	$1.28M	Sell	13,832 -17	-0.1%	-$1.59K	1.18%	19
2024 Q4	$1.28M	Buy	+13,849	New	+$1.33M	1.16%	19

Other funds holding IUSV

LPL Financial San Diego, California $445B AUM 25.58% 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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Innovative Wealth Building's IUSV Position: Q2 2026 in Review

Innovative Wealth Building increased its iShares Core S&P US Value ETF (IUSV) stake by 2.1% in Q2 2026, buying an estimated $17.4K and bringing the position to 7,696 shares worth $848K. The position accounts for 0.49% of the portfolio, ranked #35.

Innovative Wealth Building first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2024. 528 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Innovative Wealth Building held 7,696 shares of iShares Core S&P US Value ETF worth $848K as of Q2 2026.
Innovative Wealth Building bought 161 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $17.4K.
iShares Core S&P US Value ETF made up 0.49% of Innovative Wealth Building's portfolio in Q2 2026, its #35 holding.
Innovative Wealth Building first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Wealth Building's iShares Core S&P US Value ETF position peaked at $1.28M in Q4 2024.
528 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.