WAOI
IUSV icon

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

Wealth Advisors of Iowa’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 		$2.64M Sell
23,953
-1,013
-4% -$110K 0.71% 25
2026
Q1 		$2.55M Sell
24,966
-91
-0.4% -$9.54K 0.79% 22
2025
Q4 		$2.57M Buy
25,057
+13
+0.1% +$1.32K 0.84% 20
2025
Q3 		$2.5M Sell
25,044
-548
-2% -$53.3K 0.85% 19
2025
Q2 		$2.42M Buy
25,592
+14
+0.1% +$1.26K 0.91% 17
2025
Q1 		$2.36M Buy
25,578
+11
+0% +$1.03K 1.01% 18
2024
Q4 		$2.37M Sell
25,567
-54
-0.2% -$5.19K 1.19% 13
2024
Q3 		$2.45M Buy
+25,621
New +$2.36M 1.25% 12
2024
Q2 		– Sell
-26,092
Closed -$2.36M – 57
2024
Q1 		$2.36M Sell
26,092
-486
-2% -$41.8K 1.44% 12
2023
Q4 		$2.24M Buy
26,578
+29
+0.1% +$2.26K 1.5% 12
2023
Q3 		$1.98M Sell
26,549
-301
-1% -$23.6K 1.39% 10
2023
Q2 		$2.1M Sell
26,850
-1,530
-5% -$114K 1.52% 7
2023
Q1 		$2.09M Sell
28,380
-1,066
-4% -$78.5K 1.64% 9
2022
Q4 		$2.08M Sell
29,446
-31,762
-52% -$2.21M 1.7% 9
2022
Q3 		$3.83M Sell
61,208
-146,264
-70% -$10.1M 3.58% 6
2022
Q2 		$14.6M Buy
207,472
+124,250
+149% +$8.92M 2.57% 7
2022
Q1 		$6.31M Buy
83,222
+16,150
+24% +$1.21M 3.16% 9
2021
Q4 		$5.12M Sell
67,072
-22,582
-25% -$1.67M 2.8% 8
2021
Q3 		$6.35M Sell
89,654
-115,123
-56% -$8.36M 3.46% 8
2021
Q2 		$14.7M Buy
204,777
+9,052
+5% +$651K 7.69% 5
2021
Q1 		$13.5M Buy
195,725
+4,724
+2% +$310K 7.51% 5
2020
Q4 		$11.9M Sell
191,001
-62,147
-25% -$3.64M 7.36% 5
2020
Q3 		$13.7M Buy
+253,148
New +$13.8M 9.44% 4

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

Wealth Advisors of Iowa's IUSV Position: Q2 2026 in Review

Wealth Advisors of Iowa reduced its iShares Core S&P US Value ETF (IUSV) stake by 4.1% in Q2 2026, selling an estimated $110K and leaving 23,953 shares worth $2.64M. The position accounts for 0.71% of the portfolio, ranked #25.

Wealth Advisors of Iowa first reported a position in IUSV in Q3 2020 and has held it in 23 quarters since. The position peaked at $14.7M in Q2 2021. 370 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Wealth Advisors of Iowa held 23,953 shares of iShares Core S&P US Value ETF worth $2.64M as of Q2 2026.
  • Wealth Advisors of Iowa sold 1,013 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $110K.
  • iShares Core S&P US Value ETF made up 0.71% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #25 holding.
  • Wealth Advisors of Iowa first reported a position in iShares Core S&P US Value ETF in Q3 2020 and has held it in 23 quarters since.
  • Wealth Advisors of Iowa's iShares Core S&P US Value ETF position peaked at $14.7M in Q2 2021.
  • 370 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.