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	0.15%	115
2026 Q1	$355K	Buy	3,471 +1	+0%	+$105	0.17%	113
2025 Q4	$356K	Buy	3,470 +2	+0.1%	+$203	0.17%	108
2025 Q3	$347K	Buy	3,468 +3	+0.1%	+$292	0.17%	111
2025 Q2	$328K	Buy	3,465 +4	+0.1%	+$361	0.18%	112
2025 Q1	$319K	Buy	3,461 +104	+3%	+$9.76K	0.19%	102
2024 Q4	$311K	Sell	3,357 -85	-2%	-$8.18K	0.18%	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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return