JWCA
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J.W. Cole Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

J.W. Cole 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 		$227K Buy
+2,061
New +$223K ﹤0.01% 1439
2025
Q4 		– Sell
-6,632
Closed -$663K – 1538
2025
Q3 		$663K Buy
6,632
+468
+8% +$45.6K 0.01% 887
2025
Q2 		$583K Buy
+6,164
New +$556K 0.01% 865
2025
Q1 		– Sell
-4,016
Closed -$372K – 1313
2024
Q4 		$372K Sell
4,016
-2,142
-35% -$206K 0.02% 712
2024
Q3 		$588K Sell
6,158
-321
-5% -$29.5K 0.02% 546
2024
Q2 		$571K Sell
6,479
-1,281
-17% -$113K 0.03% 494
2024
Q1 		$700K Buy
7,760
+3,525
+83% +$303K 0.04% 436
2023
Q4 		$357K Buy
4,235
+466
+12% +$36.3K 0.02% 581
2023
Q3 		$281K Hold
3,769
– – 0.02% 578
2023
Q2 		$295K Buy
3,769
+16
+0.4% +$1.2K 0.02% 587
2023
Q1 		$277K Sell
3,753
-330
-8% -$24.3K 0.02% 629
2022
Q4 		$288K Sell
4,083
-970
-19% -$67.4K 0.02% 571
2022
Q3 		$316K Buy
5,053
+7
+0.1% +$483 0.03% 519
2022
Q2 		$337K Sell
5,046
-323
-6% -$23.2K 0.03% 511
2022
Q1 		$407K Sell
5,369
-679
-11% -$50.9K 0.03% 517
2021
Q4 		$462K Buy
+6,048
New +$449K 0.03% 497
2021
Q3 		– Sell
-6,073
Closed -$437K – 606
2021
Q2 		$437K Buy
6,073
+479
+9% +$34.5K 0.03% 469
2021
Q1 		$385K Sell
5,594
-63
-1% -$4.13K 0.04% 454
2020
Q4 		$352K Buy
+5,657
New +$331K 0.04% 429
2020
Q1 		– Sell
-4,402
Closed -$277K – 304
2019
Q4 		$277K Buy
+4,402
New +$265K 0.03% 431

Other funds holding IUSV

S
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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

J.W. Cole Advisors's IUSV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 2,061 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IUSV as recently as Q3 2025.

J.W. Cole Advisors first reported a position in IUSV in Q4 2019 and has held it in 20 quarters since. The position peaked at $700K in Q1 2024. 272 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • J.W. Cole Advisors held 2,061 shares of iShares Core S&P US Value ETF worth $227K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1439 holding.
  • J.W. Cole Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 20 quarters since.
  • J.W. Cole Advisors's iShares Core S&P US Value ETF position peaked at $700K in Q1 2024.
  • 272 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.