VWA
IUSV icon

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

Valued 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 		$338K Sell
3,066
-143
-4% -$15.5K 0.12% 41
2026
Q1 		$328K Sell
3,209
-5
-0.2% -$524 0.13% 37
2025
Q4 		$330K Sell
3,214
-16
-0.5% -$1.62K 0.15% 35
2025
Q3 		$323K Sell
3,230
-228
-7% -$22.2K 0.15% 32
2025
Q2 		$327K Buy
3,458
+2,055
+146% +$185K 0.17% 30
2025
Q1 		$129K Buy
1,403
+1,066
+316% +$100K 0.08% 47
2024
Q4 		$31.2K Hold
337
– – 0.02% 117
2024
Q3 		$32.1K Buy
337
+303
+891% +$27.9K 0.02% 106
2024
Q2 		$3.03K Buy
34
+14
+70% +$1.23K ﹤0.01% 327
2024
Q1 		$1.84K Buy
20
+7
+54% +$602 ﹤0.01% 369
2023
Q4 		$984 Buy
+13
New +$1.01K ﹤0.01% 379

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
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

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

Valued Wealth Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 4.5% in Q2 2026, selling an estimated $15.5K and leaving 3,066 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #41.

Valued Wealth Advisors first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Valued Wealth Advisors held 3,066 shares of iShares Core S&P US Value ETF worth $338K as of Q2 2026.
  • Valued Wealth Advisors sold 143 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $15.5K.
  • iShares Core S&P US Value ETF made up 0.12% of Valued Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Valued Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.