Southern Capital Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Southern Capital 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 Q2	$34.3M	Buy	311,418 +15,818	+5%	+$1.71M	14.33%	1
2026 Q1	$30.2M	Buy	295,600 +2,090	+0.7%	+$219K	14.15%	1
2025 Q4	$30.1M	Buy	293,510 +6,655	+2%	+$675K	13.89%	1
2025 Q3	$28.7M	Buy	286,855 +5,574	+2%	+$543K	13.44%	1
2025 Q2	$26.6M	Buy	281,281 +5,721	+2%	+$516K	13.61%	1
2025 Q1	$25.4M	Buy	275,560 +9,212	+3%	+$865K	14.1%	1
2024 Q4	$24.7M	Buy	266,348 +5,073	+2%	+$488K	13.64%	1
2024 Q3	$24.9M	Buy	261,275 +9,943	+4%	+$914K	14.04%	1
2024 Q2	$22.1M	Buy	251,332 +74	+0%	+$6.52K	13.68%	1
2024 Q1	$22.7M	Sell	251,258 -5,813	-2%	-$500K	13.8%	1
2023 Q4	$21.7M	Sell	257,071 -17,918	-7%	-$1.4M	15.4%	1
2023 Q3	$20.5M	Buy	274,989 +7,880	+3%	+$618K	17.07%	1
2023 Q2	$20.9M	Sell	267,109 -1,167	-0.4%	-$87.2K	15.98%	1
2023 Q1	$19.8M	Buy	268,276 +17,115	+7%	+$1.26M	14.65%	1
2022 Q4	$17.7M	Buy	251,161 +8,963	+4%	+$623K	13.73%	1
2022 Q3	$15.2M	Buy	242,198 +8,365	+4%	+$577K	12.4%	1
2022 Q2	$15.6M	Buy	233,833 +3,834	+2%	+$275K	12.4%	2
2022 Q1	$17.4M	Buy	229,999 +17,815	+8%	+$1.34M	11.94%	2
2021 Q4	$16.2M	Buy	+212,184	New	+$15.7M	10.02%	2

Other funds holding IUSV

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return