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Wilkerson Advisory Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wilkerson Advisory Group’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 		$9.69K Buy
87
+18
+26% +$1.95K ﹤0.01% 429
2026
Q1 		$7.02K Buy
69
+1
+1% +$105 ﹤0.01% 453
2025
Q4 		$7.01K Buy
+68
New +$6.89K ﹤0.01% 391

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

Wilkerson Advisory Group's IUSV Position: Q2 2026 in Review

Wilkerson Advisory Group increased its iShares Core S&P US Value ETF (IUSV) stake by 26% in Q2 2026, buying an estimated $1.95K and bringing the position to 87 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Wilkerson Advisory Group first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Wilkerson Advisory Group held 87 shares of iShares Core S&P US Value ETF worth $9.69K as of Q2 2026.
  • Wilkerson Advisory Group bought 18 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.95K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #429 holding.
  • Wilkerson Advisory Group first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.