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

Physician 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 		$39.2K Hold
356
– – ﹤0.01% 488
2026
Q1 		$36.4K Buy
+356
New +$37.3K 0.01% 468

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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Physician Wealth Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 356 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Physician Wealth Advisors first reported a position in IUSV in Q1 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Physician Wealth Advisors held 356 shares of iShares Core S&P US Value ETF worth $39.2K as of Q2 2026.
  • Physician Wealth Advisors left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #488 holding.
  • Physician Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.