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

New Wave 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 		$1.29M Sell
11,722
-2,004
-15% -$217K 0.35% 60
2026
Q1 		$1.4M Buy
13,726
+128
+0.9% +$13.4K 0.49% 44
2025
Q4 		$1.39M Buy
13,598
+34
+0.3% +$3.45K 0.51% 41
2025
Q3 		$1.36M Sell
13,564
-13,125
-49% -$1.28M 0.53% 40
2025
Q2 		$2.53M Buy
26,689
+766
+3% +$69.1K 1.07% 27
2025
Q1 		$2.39M Sell
25,923
-2,367
-8% -$222K 1.07% 28
2024
Q4 		$2.62M Buy
28,290
+1,175
+4% +$113K 1.07% 23
2024
Q3 		$2.59M Buy
27,115
+234
+0.9% +$21.5K 1.19% 24
2024
Q2 		$2.37M Buy
+26,881
New +$2.37M 1.27% 22

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

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

New Wave Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 15% in Q2 2026, selling an estimated $217K and leaving 11,722 shares worth $1.29M. The position accounts for 0.35% of the portfolio, ranked #60.

New Wave Wealth Advisors first reported a position in IUSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.62M in Q4 2024. 302 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • New Wave Wealth Advisors held 11,722 shares of iShares Core S&P US Value ETF worth $1.29M as of Q2 2026.
  • New Wave Wealth Advisors sold 2,004 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $217K.
  • iShares Core S&P US Value ETF made up 0.35% of New Wave Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • New Wave Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 9 quarters since.
  • New Wave Wealth Advisors's iShares Core S&P US Value ETF position peaked at $2.62M in Q4 2024.
  • 302 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.