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Wealthcare Advisory Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wealthcare Advisory Partners’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 		$330K Buy
3,000
+322
+12% +$34.8K 0.01% 842
2026
Q1 		$274K Buy
2,678
+1
+0% +$105 0.01% 906
2025
Q4 		$275K Buy
2,677
+145
+6% +$14.7K 0.01% 909
2025
Q3 		$253K Sell
2,532
-482
-16% -$46.9K 0.01% 909
2025
Q2 		$285K Buy
3,014
+146
+5% +$13.2K 0.01% 806
2025
Q1 		$265K Buy
2,868
+478
+20% +$44.9K 0.01% 785
2024
Q4 		$221K Sell
2,390
-678
-22% -$65.2K 0.01% 822
2024
Q3 		$293K Sell
3,068
-101
-3% -$9.29K 0.01% 728
2024
Q2 		$279K Buy
3,169
+20
+0.6% +$1.76K 0.01% 698
2024
Q1 		$285K Buy
3,149
+375
+14% +$32.3K 0.01% 687
2023
Q4 		$234K Sell
2,774
-208
-7% -$16.2K 0.01% 676
2023
Q3 		$222K Sell
2,982
-2,329
-44% -$183K 0.01% 625
2023
Q2 		$416K Sell
5,311
-1,815
-25% -$136K 0.02% 484
2023
Q1 		$526K Buy
7,126
+9
+0.1% +$663 0.02% 445
2022
Q4 		$503K Sell
7,117
-410
-5% -$28.5K 0.02% 425
2022
Q3 		$471K Buy
7,527
+141
+2% +$9.73K 0.03% 375
2022
Q2 		$494K Buy
7,386
+123
+2% +$8.84K 0.03% 327
2022
Q1 		$551K Sell
7,263
-1,574
-18% -$118K 0.03% 291
2021
Q4 		$675K Buy
8,837
+854
+11% +$63.3K 0.04% 260
2021
Q3 		$566K Sell
7,983
-73
-0.9% -$5.3K 0.04% 293
2021
Q2 		$580K Buy
8,056
+770
+11% +$55.4K 0.04% 292
2021
Q1 		$502K Buy
7,286
+170
+2% +$11.2K 0.04% 286
2020
Q4 		$443K Sell
7,116
-1,066
-13% -$62.5K 0.04% 251
2020
Q3 		$444K Sell
8,182
-2,537
-24% -$139K 0.05% 215
2020
Q2 		$560K Buy
10,719
+1,072
+11% +$54.7K 0.07% 157
2020
Q1 		$446K Buy
9,647
+2,322
+32% +$134K 0.07% 164
2019
Q4 		$462K Buy
7,325
+4,193
+134% +$253K 0.06% 180
2019
Q3 		$181K Sell
3,132
-414
-12% -$23.6K 0.03% 291
2019
Q2 		$201K Buy
3,546
+1,933
+120% +$108K 0.03% 269
2019
Q1 		$88K Sell
1,613
-171
-10% -$9.14K 0.02% 357
2018
Q4 		$88K Sell
1,784
-917
-34% -$48.8K 0.02% 330
2018
Q3 		$152K Sell
2,701
-119
-4% -$6.65K 0.03% 261
2018
Q2 		$151K Buy
2,820
+1,657
+142% +$89.3K 0.03% 258
2018
Q1 		$62K Sell
1,163
-602
-34% -$33.4K 0.01% 363
2017
Q4 		$98K Buy
1,765
+179
+11% +$9.62K 0.03% 257
2017
Q3 		$83K Buy
+1,586
New +$81.4K 0.02% 239

Other funds holding IUSV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Wealthcare Advisory Partners's IUSV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 12% in Q2 2026, buying an estimated $34.8K and bringing the position to 3,000 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #842.

Wealthcare Advisory Partners first reported a position in IUSV in Q3 2017 and has held it in 36 quarters since. The position peaked at $675K in Q4 2021. 179 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Wealthcare Advisory Partners held 3,000 shares of iShares Core S&P US Value ETF worth $330K as of Q2 2026.
  • Wealthcare Advisory Partners bought 322 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $34.8K.
  • iShares Core S&P US Value ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #842 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Core S&P US Value ETF in Q3 2017 and has held it in 36 quarters since.
  • Wealthcare Advisory Partners's iShares Core S&P US Value ETF position peaked at $675K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.