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

New England Private 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	$247K	Buy	2,204 +9	+0.4%	+$974	0.02%	191
2026 Q1	$224K	Buy	2,195 +9	+0.4%	+$944	0.03%	185
2025 Q4	$224K	Buy	2,186 +11	+0.5%	+$1.11K	0.03%	174
2025 Q3	$217K	Buy	2,175 +11	+0.5%	+$1.07K	0.03%	173
2025 Q2	$208K	Buy	+2,164	New	+$195K	0.03%	157
2024 Q4	–	Sell	-2,187	Closed	-$209K	–	150
2024 Q3	$209K	Buy	+2,187	New	+$201K	0.03%	140

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

New England Private Wealth Advisors's IUSV Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.41% in Q2 2026, buying an estimated $974 and bringing the position to 2,204 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #191.

New England Private Wealth Advisors first reported a position in IUSV in Q3 2024 and has held it in 6 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

New England Private Wealth Advisors held 2,204 shares of iShares Core S&P US Value ETF worth $247K as of Q2 2026.
New England Private Wealth Advisors bought 9 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $974.
iShares Core S&P US Value ETF made up 0.02% of New England Private Wealth Advisors's portfolio in Q2 2026, its #191 holding.
New England Private Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 6 quarters since.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.