Salus Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Salus Financial 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 Q1	$23M	Buy	225,265 +18,274	+9%	+$1.92M	13.43%	3
2025 Q4	$21.2M	Buy	206,991 +3,933	+2%	+$399K	12.72%	3
2025 Q3	$20.3M	Buy	203,058 +5,892	+3%	+$574K	12.52%	3
2025 Q2	$18.7M	Buy	197,166 +13,968	+8%	+$1.26M	12.54%	2
2025 Q1	$16.9M	Buy	183,198 +52,057	+40%	+$4.89M	12.79%	2
2024 Q4	$12.1M	Buy	+131,141	New	+$12.6M	9.51%	4

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Salus Financial Advisors's IUSV Position: Q1 2026 in Review

Salus Financial Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 8.8% in Q1 2026, buying an estimated $1.92M and bringing the position to 225,265 shares worth $23M. The position accounts for 13.43% of the portfolio, ranked #3.

Salus Financial Advisors first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Salus Financial Advisors held 225,265 shares of iShares Core S&P US Value ETF worth $23M as of Q1 2026.
Salus Financial Advisors bought 18,274 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.92M.
iShares Core S&P US Value ETF made up 13.43% of Salus Financial Advisors's portfolio in Q1 2026, its #3 holding.
Salus Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.