Wealth Enhancement Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wealth Enhancement Advisory Services’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	$43.7M	Buy	391,557 +824	+0.2%	+$89.2K	0.07%	234
2026 Q1	$40.1M	Sell	390,733 -60,690	-13%	-$6.36M	0.08%	230
2025 Q4	$47.3M	Sell	451,423 -6,578	-1%	-$667K	0.06%	269
2025 Q3	$46.1M	Sell	458,001 -2,241	-0.5%	-$218K	0.07%	246
2025 Q2	$44.3M	Buy	460,242 +3,064	+0.7%	+$277K	0.07%	244
2025 Q1	$42.2M	Sell	457,178 -16,850	-4%	-$1.58M	0.08%	238
2024 Q4	$43.9M	Sell	474,028 -1,798	-0.4%	-$173K	0.08%	222
2024 Q3	$45.4M	Buy	475,826 +3,007	+0.6%	+$276K	0.1%	206
2024 Q2	$41.7M	Sell	472,819 -18,557	-4%	-$1.64M	0.1%	205
2024 Q1	$44.4M	Sell	491,376 -653,869	-57%	-$56.3M	0.11%	179
2023 Q4	$96.6M	Buy	1,145,245 +65,018	+6%	+$5.06M	0.28%	73
2023 Q3	$80.6M	Buy	1,080,227 +322,496	+43%	+$25.3M	0.27%	82
2023 Q2	$59.3M	Sell	757,731 -42,499	-5%	-$3.17M	0.64%	26
2023 Q1	$59M	Buy	800,230 +42,453	+6%	+$3.13M	0.69%	27
2022 Q4	$56.5M	Buy	757,777 +62,075	+9%	+$4.32M	0.73%	27
2022 Q3	$44.5M	Buy	695,702 +120,665	+21%	+$8.33M	0.64%	35
2022 Q2	$38.9M	Buy	575,037 +81,811	+17%	+$5.88M	0.54%	36
2022 Q1	$37.5M	Buy	493,226 +66,209	+16%	+$4.96M	0.51%	39
2021 Q4	$32M	Buy	427,017 +71,793	+20%	+$5.32M	0.46%	43
2021 Q3	$26.6M	Buy	355,224 +48,422	+16%	+$3.52M	0.39%	45
2021 Q2	$22.1M	Buy	306,802 +38,925	+15%	+$2.8M	0.36%	47
2021 Q1	$18.7M	Buy	267,877 +47,791	+22%	+$3.14M	0.34%	47
2020 Q4	$14M	Buy	220,086 +32,689	+17%	+$1.92M	0.32%	39
2020 Q3	$10.7M	Buy	187,397 +1,911	+1%	+$104K	0.28%	42
2020 Q2	$10.2M	Sell	185,486 -73,689	-28%	-$3.76M	0.29%	41
2020 Q1	$13.3M	Buy	259,175 +67,600	+35%	+$3.89M	0.47%	38
2019 Q4	$12.1M	Buy	191,575 +35,184	+22%	+$2.12M	0.43%	39
2019 Q3	$9.02M	Buy	156,391 +38,345	+32%	+$2.18M	0.36%	40
2019 Q2	$6.86M	Buy	118,046 +32,409	+38%	+$1.81M	0.3%	40
2019 Q1	$4.88M	Buy	85,637 +70,705	+474%	+$3.78M	0.28%	38
2018 Q4	$786K	Buy	14,932 +5,989	+67%	+$318K	0.05%	141
2018 Q3	$469K	Buy	8,943 +1,523	+21%	+$85.1K	0.03%	145
2018 Q2	$407K	Buy	+7,420	New	+$400K	0.03%	142

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

Wealth Enhancement Advisory Services's IUSV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core S&P US Value ETF (IUSV) stake by 0.21% in Q2 2026, buying an estimated $89.2K and bringing the position to 391,557 shares worth $43.7M. The position accounts for 0.07% of the portfolio, ranked #234.

Wealth Enhancement Advisory Services first reported a position in IUSV in Q2 2018 and has held it in 33 quarters since. The position peaked at $96.6M in Q4 2023. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Wealth Enhancement Advisory Services held 391,557 shares of iShares Core S&P US Value ETF worth $43.7M as of Q2 2026.
Wealth Enhancement Advisory Services bought 824 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $89.2K.
iShares Core S&P US Value ETF made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #234 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Core S&P US Value ETF in Q2 2018 and has held it in 33 quarters since.
Wealth Enhancement Advisory Services's iShares Core S&P US Value ETF position peaked at $96.6M in Q4 2023.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.