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Strategies Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Strategies Wealth 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 		$21M Sell
191,032
-11,981
-6% -$1.3M 1.88% 11
2026
Q1 		$20.8M Sell
203,013
-7,533
-4% -$790K 2.09% 10
2025
Q4 		$21.6M Sell
210,546
-3,378
-2% -$343K 2.16% 10
2025
Q3 		$21.4M Sell
213,924
-14,668
-6% -$1.43M 2.22% 10
2025
Q2 		$21.6M Buy
228,592
+58,495
+34% +$5.28M 2.36% 10
2025
Q1 		$15.7M Buy
170,097
+3,339
+2% +$313K 1.92% 10
2024
Q4 		$15.8M Sell
166,758
-2,891
-2% -$278K 1.97% 10
2024
Q3 		$16.2M Sell
169,649
-2,213
-1% -$203K 2.17% 11
2024
Q2 		$15.1M Sell
171,862
-2,742
-2% -$242K 2.21% 11
2024
Q1 		$15.8M Sell
174,604
-6,894
-4% -$593K 2.43% 11
2023
Q4 		$15.3M Sell
181,498
-6,776
-4% -$528K 2.61% 11
2023
Q3 		$14M Buy
188,274
+394
+0.2% +$30.9K 2.76% 12
2023
Q2 		$14.7M Sell
187,880
-8,439
-4% -$630K 3.01% 10
2023
Q1 		$14.5M Buy
196,319
+2,062
+1% +$152K 3.19% 10
2022
Q4 		$13.7M Buy
+194,257
New +$13.5M 3.38% 10
2022
Q2 		$8.68M Buy
129,823
+6,543
+5% +$470K 2.49% 9
2022
Q1 		$9.35M Sell
123,280
-2,235
-2% -$168K 2.5% 9
2021
Q4 		$9.58M Buy
+125,515
New +$9.31M 2.69% 8

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

Strategies Wealth Advisors's IUSV Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.9% in Q2 2026, selling an estimated $1.3M and leaving 191,032 shares worth $21M. The position accounts for 1.88% of the portfolio, ranked #11.

Strategies Wealth Advisors first reported a position in IUSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.6M in Q2 2025. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Strategies Wealth Advisors held 191,032 shares of iShares Core S&P US Value ETF worth $21M as of Q2 2026.
  • Strategies Wealth Advisors sold 11,981 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.3M.
  • iShares Core S&P US Value ETF made up 1.88% of Strategies Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Strategies Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Strategies Wealth Advisors's iShares Core S&P US Value ETF position peaked at $21.6M in Q2 2025.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.