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Alliance Wealth Advisors (Pennsylvania)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$383K Buy
3,473
+2
+0.1% +$216 0.12% 115
2026
Q1 		$355K Buy
3,471
+1
+0% +$105 0.16% 113
2025
Q4 		$356K Buy
3,470
+2
+0.1% +$203 0.15% 108
2025
Q3 		$347K Buy
3,468
+3
+0.1% +$292 0.16% 111
2025
Q2 		$328K Buy
3,465
+4
+0.1% +$361 0.17% 112
2025
Q1 		$319K Buy
3,461
+104
+3% +$9.76K 0.18% 102
2024
Q4 		$311K Sell
3,357
-85
-2% -$8.18K 0.17% 109
2024
Q3 		$329K Buy
3,442
+5
+0.1% +$460 0.19% 105
2024
Q2 		$303K Buy
3,437
+3
+0.1% +$264 0.19% 101
2024
Q1 		$311K Buy
3,434
+4
+0.1% +$344 0.2% 104
2023
Q4 		$289K Buy
3,430
+59
+2% +$4.59K 0.19% 103
2023
Q3 		$252K Hold
3,371
– – 0.18% 110
2023
Q2 		$264K Buy
3,371
+3
+0.1% +$224 0.19% 108
2023
Q1 		$249K Sell
3,368
-141
-4% -$10.4K 0.19% 105
2022
Q4 		$248K Buy
+3,509
New +$244K 0.21% 96

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 Wealth Advisors (Pennsylvania)'s IUSV Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its iShares Core S&P US Value ETF (IUSV) stake by 0.06% in Q2 2026, buying an estimated $216 and bringing the position to 3,473 shares worth $383K. The position accounts for 0.12% of the portfolio, ranked #115.

Alliance Wealth Advisors (Pennsylvania) first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 3,473 shares of iShares Core S&P US Value ETF worth $383K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 2 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $216.
  • iShares Core S&P US Value ETF made up 0.12% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #115 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.