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

Total Clarity 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	$1.12M	Buy	10,134 +263	+3%	+$28.5K	0.22%	107
2026 Q1	$1.01M	Buy	9,871 +5,282	+115%	+$554K	0.24%	105
2025 Q4	$471K	Buy	+4,589	New	+$465K	0.11%	181
2020 Q1	–	Sell	-32	Closed	-$2K	–	352
2019 Q4	$2K	Buy	+32	New	+$1.93K	﹤0.01%	655

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Total Clarity Wealth Management's IUSV Position: Q2 2026 in Review

Total Clarity Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 2.7% in Q2 2026, buying an estimated $28.5K and bringing the position to 10,134 shares worth $1.12M. The position accounts for 0.22% of the portfolio, ranked #107.

Total Clarity Wealth Management first reported a position in IUSV in Q4 2019 and has held it in 4 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Total Clarity Wealth Management held 10,134 shares of iShares Core S&P US Value ETF worth $1.12M as of Q2 2026.
Total Clarity Wealth Management bought 263 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $28.5K.
iShares Core S&P US Value ETF made up 0.22% of Total Clarity Wealth Management's portfolio in Q2 2026, its #107 holding.
Total Clarity Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 4 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.