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

Pacific Excel 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	$312K	Buy	+2,832	New	+$306K	0.12%	144

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 22.96% 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

Pacific Excel Wealth Advisors's IUSV Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 2,832 shares worth $312K. The stake represents 0.12% of the portfolio and ranks #144 among its holdings.

807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Pacific Excel Wealth Advisors held 2,832 shares of iShares Core S&P US Value ETF worth $312K as of Q2 2026.
iShares Core S&P US Value ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
iShares Core S&P US Value ETF made up 0.12% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #144 holding.
807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.