UWM
IUSV icon

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

USAdvisors 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 		$967K Sell
8,780
-285
-3% -$30.8K 0.28% 71
2026
Q1 		$910K Sell
9,065
-41
-0.5% -$4.3K 0.3% 64
2025
Q4 		$933K Sell
9,106
-39,842
-81% -$4.04M 0.31% 65
2025
Q3 		$4.89M Sell
48,948
-4,146
-8% -$404K 1.69% 18
2025
Q2 		$5.03M Buy
53,094
+715
+1% +$64.5K 1.87% 15
2025
Q1 		$4.83M Sell
52,379
-7,902
-13% -$742K 1.69% 15
2024
Q4 		$5.58M Sell
60,281
-2,754
-4% -$265K 1.81% 15
2024
Q3 		$6M Sell
63,035
-2,424
-4% -$223K 2.1% 11
2024
Q2 		$5.77M Sell
65,459
-4,306
-6% -$380K 2.03% 12
2024
Q1 		$6.29M Sell
69,765
-4,391
-6% -$378K 2.37% 10
2023
Q4 		$6.25M Sell
74,156
-17,232
-19% -$1.34M 2.6% 7
2023
Q3 		$6.82M Buy
91,388
+9,102
+11% +$714K 3.04% 7
2023
Q2 		$6.46M Sell
82,286
-15,698
-16% -$1.17M 3.06% 6
2023
Q1 		$7.23M Sell
97,984
-5,028
-5% -$370K 3.44% 4
2022
Q4 		$7.28M Buy
103,012
+2,748
+3% +$191K 3.52% 3
2022
Q3 		$6.28M Buy
100,264
+2,634
+3% +$182K 3.21% 7
2022
Q2 		$6.53M Sell
97,630
-14,470
-13% -$1.04M 3.27% 5
2022
Q1 		$8.51M Sell
112,100
-9,499
-8% -$712K 3.63% 3
2021
Q4 		$9.28M Buy
121,599
+4,449
+4% +$330K 3.78% 4
2021
Q3 		$8.3M Buy
117,150
+13,890
+13% +$1.01M 3.6% 4
2021
Q2 		$7.43M Buy
+103,260
New +$7.43M 4.04% 2

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

USAdvisors Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 3.1% in Q2 2026, selling an estimated $30.8K and leaving 8,780 shares worth $967K. The position accounts for 0.28% of the portfolio, ranked #71.

USAdvisors Wealth Management first reported a position in IUSV in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.28M in Q4 2021. 356 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • USAdvisors Wealth Management held 8,780 shares of iShares Core S&P US Value ETF worth $967K as of Q2 2026.
  • USAdvisors Wealth Management sold 285 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $30.8K.
  • iShares Core S&P US Value ETF made up 0.28% of USAdvisors Wealth Management's portfolio in Q2 2026, its #71 holding.
  • USAdvisors Wealth Management first reported a position in iShares Core S&P US Value ETF in Q2 2021 and has held it in 21 quarters since.
  • USAdvisors Wealth Management's iShares Core S&P US Value ETF position peaked at $9.28M in Q4 2021.
  • 356 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.