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

Motive 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 		$8.28M Sell
75,144
-78
-0.1% -$8.44K 3.4% 10
2026
Q1 		$7.69M Sell
75,222
-677
-0.9% -$71K 3.61% 8
2025
Q4 		$7.78M Sell
75,899
-1,582
-2% -$160K 3.31% 10
2025
Q3 		$7.74M Buy
77,481
+1,167
+2% +$114K 3.34% 11
2025
Q2 		$7.22M Buy
76,314
+2,342
+3% +$211K 3.29% 12
2025
Q1 		$6.83M Sell
73,972
-1,649
-2% -$155K 3.65% 10
2024
Q4 		$7M Sell
75,621
-481
-0.6% -$46.3K 3.76% 10
2024
Q3 		$6.71M Hold
76,102
– – 4.03% 10
2024
Q2 		$6.71M Buy
76,102
+1,052
+1% +$92.7K 4.03% 10
2024
Q1 		$6.79M Buy
75,050
+39,398
+111% +$3.39M 4.11% 11
2023
Q4 		$3.01M Sell
35,652
-6,582
-16% -$513K 3.47% 12
2023
Q3 		$3.15M Sell
42,234
-264
-0.6% -$20.7K 3.46% 13
2023
Q2 		$3.33M Sell
42,498
-2,263
-5% -$169K 3.44% 12
2023
Q1 		$3.3M Sell
44,761
-40,038
-47% -$2.95M 3.61% 11
2022
Q4 		$5.99M Buy
84,799
+9,281
+12% +$645K 4.58% 7
2022
Q3 		$4.73M Buy
75,518
+9,524
+14% +$657K 3.83% 11
2022
Q2 		$4.41M Buy
65,994
+12,972
+24% +$932K 3.48% 11
2022
Q1 		$4.02M Buy
53,022
+8,203
+18% +$615K 2.76% 12
2021
Q4 		$3.42M Buy
44,819
+7,041
+19% +$522K 2.06% 14
2021
Q3 		$2.68M Buy
37,778
+2,063
+6% +$150K 1.81% 17
2021
Q2 		$2.57M Buy
+35,715
New +$2.57M 1.84% 18

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

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

Motive Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.1% in Q2 2026, selling an estimated $8.44K and leaving 75,144 shares worth $8.28M. The position accounts for 3.4% of the portfolio, ranked #10.

Motive Wealth Advisors first reported a position in IUSV in Q2 2021 and has held it in 21 quarters since. 175 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Motive Wealth Advisors held 75,144 shares of iShares Core S&P US Value ETF worth $8.28M as of Q2 2026.
  • Motive Wealth Advisors sold 78 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $8.44K.
  • iShares Core S&P US Value ETF made up 3.4% of Motive Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Motive Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.