WA
IUSV icon

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

Waverly 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 		$1.67M Buy
15,165
+2,100
+16% +$227K 0.01% 739
2026
Q1 		$1.34M Sell
13,065
-516
-4% -$54.1K 0.01% 742
2025
Q4 		$1.39M Buy
13,581
+246
+2% +$24.9K 0.01% 668
2025
Q3 		$1.33M Buy
13,335
+85
+0.6% +$8.27K 0.01% 581
2025
Q2 		$1.25M Buy
13,250
+118
+0.9% +$10.7K 0.01% 571
2025
Q1 		$1.21M Buy
13,132
+423
+3% +$39.7K 0.01% 570
2024
Q4 		$1.18M Sell
12,709
-9
-0.1% -$866 0.02% 487
2024
Q3 		$1.21M Buy
12,718
+96
+0.8% +$8.83K 0.02% 415
2024
Q2 		$1.11M Sell
12,622
-19
-0.2% -$1.68K 0.02% 421
2024
Q1 		$1.14M Buy
12,641
+1,078
+9% +$92.8K 0.03% 344
2023
Q4 		$975K Hold
11,563
– – 0.04% 223
2023
Q3 		$863K Hold
11,563
– – 0.04% 211
2023
Q2 		$905K Hold
11,563
– – 0.04% 192
2023
Q1 		$853K Sell
11,563
-185
-2% -$13.6K 0.04% 153
2022
Q4 		$830K Sell
11,748
-346
-3% -$24.1K 0.05% 142
2022
Q3 		$757K Sell
12,094
-96,324
-89% -$6.65M 0.05% 126
2022
Q2 		$7.25M Buy
+108,418
New +$7.79M 0.66% 25

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

Waverly Advisors's IUSV Position: Q2 2026 in Review

Waverly Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 16% in Q2 2026, buying an estimated $227K and bringing the position to 15,165 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #739.

Waverly Advisors first reported a position in IUSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.25M in Q2 2022. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Waverly Advisors held 15,165 shares of iShares Core S&P US Value ETF worth $1.67M as of Q2 2026.
  • Waverly Advisors bought 2,100 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $227K.
  • iShares Core S&P US Value ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #739 holding.
  • Waverly Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Waverly Advisors's iShares Core S&P US Value ETF position peaked at $7.25M in Q2 2022.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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