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

SeaCrest Wealth Management’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 		$434K Hold
3,937
– – 0.05% 321
2026
Q1 		$403K Sell
3,937
-835
-17% -$87.6K 0.04% 385
2025
Q4 		$495K Buy
4,772
+139
+3% +$14.1K 0.05% 328
2025
Q3 		$468K Sell
4,633
-2,000
-30% -$195K 0.05% 327
2025
Q2 		$628K Hold
6,633
– – 0.07% 263
2025
Q1 		$612K Sell
6,633
-60
-0.9% -$5.63K 0.07% 275
2024
Q4 		$620K Buy
6,693
+239
+4% +$23K 0.07% 286
2024
Q3 		$616K Hold
6,454
– – 0.07% 294
2024
Q2 		$569K Buy
6,454
+2,041
+46% +$180K 0.06% 287
2024
Q1 		$399K Buy
4,413
+1,830
+71% +$158K 0.05% 365
2023
Q4 		$217K Buy
+2,583
New +$201K 0.03% 557
2023
Q3 		– Sell
-2,583
Closed -$202K – 636
2023
Q2 		$202K Buy
+2,583
New +$193K 0.03% 579
2022
Q3 		– Sell
-2,384
Closed -$159K – 1061
2022
Q2 		$159K Buy
+2,384
New +$171K 0.02% 694
2022
Q1 		– Sell
-2,683
Closed -$205K – 738
2021
Q4 		$205K Buy
+2,683
New +$199K 0.02% 645
2021
Q3 		– Sell
-3,003
Closed -$216K – 706
2021
Q2 		$216K Sell
3,003
-117
-4% -$8.41K 0.03% 622
2021
Q1 		$215K Sell
3,120
-353
-10% -$23.2K 0.03% 588
2020
Q4 		$216K Buy
+3,473
New +$203K 0.03% 544
2020
Q1 		– Sell
-3,187
Closed -$201K – 541
2019
Q4 		$201K Buy
+3,187
New +$192K 0.03% 506
2019
Q2 		– Sell
-2,820
Closed -$155K – 1178
2019
Q1 		$155K Hold
2,820
– – 0.03% 545
2018
Q4 		$138K Sell
2,820
-1,888
-40% -$100K 0.03% 546
2018
Q3 		$265K Buy
4,708
+283
+6% +$15.8K 0.04% 424
2018
Q2 		$238K Buy
4,425
+937
+27% +$50.5K 0.04% 432
2018
Q1 		$185K Buy
3,488
+951
+37% +$52.7K 0.03% 507
2017
Q4 		$141K Buy
+2,537
New +$136K 0.03% 596

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
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

SeaCrest Wealth Management's IUSV Position: Q2 2026 in Review

SeaCrest Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 3,937 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #321.

SeaCrest Wealth Management first reported a position in IUSV in Q4 2017 and has held it in 24 quarters since. The position peaked at $628K in Q2 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • SeaCrest Wealth Management held 3,937 shares of iShares Core S&P US Value ETF worth $434K as of Q2 2026.
  • SeaCrest Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #321 holding.
  • SeaCrest Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 24 quarters since.
  • SeaCrest Wealth Management's iShares Core S&P US Value ETF position peaked at $628K in Q2 2025.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.