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

SC&H 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
Q3 		$340K Buy
3,087
+4
+0.1% +$452 0.05% 114
2026
Q2 		$340K Buy
3,083
+3
+0.1% +$325 0.05% 120
2026
Q1 		$315K Sell
3,080
-15
-0.5% -$1.57K 0.05% 121
2025
Q4 		$317K Buy
3,095
+12
+0.4% +$1.22K 0.05% 120
2025
Q3 		$308K Buy
3,083
+10
+0.3% +$973 0.05% 119
2025
Q2 		$291K Sell
3,073
-38
-1% -$3.43K 0.05% 117
2025
Q1 		$287K Buy
3,111
+9
+0.3% +$845 0.06% 117
2024
Q4 		$287K Buy
3,102
+12
+0.4% +$1.15K 0.06% 117
2024
Q3 		$295K Sell
3,090
-307
-9% -$28.2K 0.06% 121
2024
Q2 		$299K Buy
3,397
+12
+0.4% +$1.06K 0.07% 116
2024
Q1 		$306K Buy
3,385
+12
+0.4% +$1.03K 0.08% 113
2023
Q4 		$284K Buy
3,373
+26
+0.8% +$2.02K 0.08% 112
2023
Q3 		$250K Hold
3,347
– – 0.08% 118
2023
Q2 		$262K Sell
3,347
-195
-6% -$14.6K 0.09% 118
2023
Q1 		$261K Buy
+3,542
New +$261K 0.1% 117
2022
Q2 		– Sell
-2,651
Closed -$201K – 150
2022
Q1 		$201K Buy
+2,651
New +$199K 0.1% 148

Other funds holding IUSV

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

SC&H Financial Advisors's IUSV Position: Q3 2026 in Review

SC&H Financial Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.13% in Q3 2026, buying an estimated $452 and bringing the position to 3,087 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #114.

SC&H Financial Advisors first reported a position in IUSV in Q1 2022 and has held it in 16 quarters since. 78 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • SC&H Financial Advisors held 3,087 shares of iShares Core S&P US Value ETF worth $340K as of Q3 2026.
  • SC&H Financial Advisors bought 4 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $452.
  • iShares Core S&P US Value ETF made up 0.05% of SC&H Financial Advisors's portfolio in Q3 2026, its #114 holding.
  • SC&H Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 16 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.