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

Presilium Private 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	$601K	Buy	5,453 +135	+3%	+$14.6K	0.09%	56
2026 Q1	$544K	Buy	5,318 +44	+0.8%	+$4.61K	0.1%	49
2025 Q4	$541K	Sell	5,274 -149	-3%	-$15.1K	0.1%	52
2025 Q3	$542K	Buy	5,423 +627	+13%	+$61K	0.1%	50
2025 Q2	$454K	Sell	4,796 -19,251	-80%	-$1.74M	0.09%	51
2025 Q1	$2.22M	Sell	24,047 -11,746	-33%	-$1.1M	0.5%	22
2024 Q4	$3.31M	Buy	35,793 +245	+0.7%	+$23.6K	0.76%	22
2024 Q3	$3.39M	Sell	35,548 -925	-3%	-$85K	0.78%	22
2024 Q2	$3.21M	Sell	36,473 -141	-0.4%	-$12.4K	0.81%	23
2024 Q1	$3.31M	Sell	36,614 -899	-2%	-$77.4K	0.88%	23
2023 Q4	$3.16M	Buy	37,513 +22,827	+155%	+$1.78M	0.9%	23
2023 Q3	$1.1M	Buy	14,686 +54	+0.4%	+$4.24K	0.35%	22
2023 Q2	$1.15M	Sell	14,632 -102	-0.7%	-$7.62K	0.39%	22
2023 Q1	$1.09M	Buy	14,734 +85	+0.6%	+$6.26K	0.42%	21
2022 Q4	$1.03M	Buy	+14,649	New	+$1.02M	0.43%	20

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

Presilium Private Wealth's IUSV Position: Q2 2026 in Review

Presilium Private Wealth increased its iShares Core S&P US Value ETF (IUSV) stake by 2.5% in Q2 2026, buying an estimated $14.6K and bringing the position to 5,453 shares worth $601K. The position accounts for 0.09% of the portfolio, ranked #56.

Presilium Private Wealth first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.39M in Q3 2024. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Presilium Private Wealth held 5,453 shares of iShares Core S&P US Value ETF worth $601K as of Q2 2026.
Presilium Private Wealth bought 135 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $14.6K.
iShares Core S&P US Value ETF made up 0.09% of Presilium Private Wealth's portfolio in Q2 2026, its #56 holding.
Presilium Private Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
Presilium Private Wealth's iShares Core S&P US Value ETF position peaked at $3.39M in Q3 2024.
807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.