Alpha Zero’s iShares Core S&P US Value ETF IUSV Stock Holding History

Alpha Zero’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 Q3	$15.3M	Buy	138,484 +41,880	+43%	+$4.74M	5.04%	9
2026 Q2	$10.9M	Buy	96,604 +13,340	+16%	+$1.44M	4.13%	9
2026 Q1	$8.51M	Buy	83,264 +1,599	+2%	+$168K	4.31%	9
2025 Q4	$8.37M	Sell	81,665 -6,928	-8%	-$702K	4.58%	10
2025 Q3	$8.85M	Buy	88,593 +6,070	+7%	+$591K	5.13%	10
2025 Q2	$7.81M	Buy	82,523 +10,896	+15%	+$983K	5.09%	8
2025 Q1	$6.61M	Buy	71,627 +6,233	+10%	+$585K	5.03%	9
2024 Q4	$6.05M	Buy	+65,394	New	+$6.29M	4.5%	8

Other funds holding IUSV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Alpha Zero's IUSV Position: Q3 2026 in Review

Alpha Zero increased its iShares Core S&P US Value ETF (IUSV) stake by 43% in Q3 2026, buying an estimated $4.74M and bringing the position to 138,484 shares worth $15.3M. The position accounts for 5.04% of the portfolio, ranked #9.

Alpha Zero first reported a position in IUSV in Q4 2024 and has held it in 8 quarters since. 499 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Alpha Zero held 138,484 shares of iShares Core S&P US Value ETF worth $15.3M as of Q3 2026.
Alpha Zero bought 41,880 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $4.74M.
iShares Core S&P US Value ETF made up 5.04% of Alpha Zero's portfolio in Q3 2026, its #9 holding.
Alpha Zero first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 8 quarters since.
499 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Alpha Zero's 13F filing for Q3 2026, filed 6 Nov 2026.