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Alliance Private Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Alliance Private Wealth’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 		$22.9M Sell
207,767
-13,176
-6% -$1.43M 7.95% 2
2026
Q1 		$22.6M Buy
220,943
+2,366
+1% +$248K 8.12% 2
2025
Q4 		$23.2M Buy
+218,577
New +$22.2M 8.06% 2

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

Alliance Private Wealth's IUSV Position: Q2 2026 in Review

Alliance Private Wealth reduced its iShares Core S&P US Value ETF (IUSV) stake by 6% in Q2 2026, selling an estimated $1.43M and leaving 207,767 shares worth $22.9M. The position accounts for 7.95% of the portfolio, ranked #2.

Alliance Private Wealth first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.2M in Q4 2025. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Alliance Private Wealth held 207,767 shares of iShares Core S&P US Value ETF worth $22.9M as of Q2 2026.
  • Alliance Private Wealth sold 13,176 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.43M.
  • iShares Core S&P US Value ETF made up 7.95% of Alliance Private Wealth's portfolio in Q2 2026, its #2 holding.
  • Alliance Private Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Alliance Private Wealth's iShares Core S&P US Value ETF position peaked at $23.2M in Q4 2025.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.