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

Potentia Wealth’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	$1.34M	Hold	12,173	–	–	0.55%	28
2026 Q1	$1.24M	Hold	12,173	–	–	0.48%	33
2025 Q4	$1.25M	Hold	12,173	–	–	0.46%	34
2025 Q3	$1.22M	Hold	12,173	–	–	0.46%	32
2025 Q2	$1.15M	Hold	12,173	–	–	0.66%	18
2025 Q1	$1.12M	Hold	12,173	–	–	0.53%	29
2024 Q4	$1.13M	Buy	+12,173	New	+$1.17M	0.5%	32

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

Potentia Wealth's IUSV Position: Q2 2026 in Review

Potentia Wealth held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 12,173 shares worth $1.34M. The position accounts for 0.55% of the portfolio, ranked #28.

Potentia Wealth first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Potentia Wealth held 12,173 shares of iShares Core S&P US Value ETF worth $1.34M as of Q2 2026.
Potentia Wealth left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.55% of Potentia Wealth's portfolio in Q2 2026, its #28 holding.
Potentia Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.