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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
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

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Alpha Zero's IUSV Position: Q2 2026 in Review

Alpha Zero increased its iShares Core S&P US Value ETF (IUSV) stake by 16% in Q2 2026, buying an estimated $1.44M and bringing the position to 96,604 shares worth $10.9M. The position accounts for 4.13% of the portfolio, ranked #9.

Alpha Zero first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Alpha Zero held 96,604 shares of iShares Core S&P US Value ETF worth $10.9M as of Q2 2026.
  • Alpha Zero bought 13,340 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.44M.
  • iShares Core S&P US Value ETF made up 4.13% of Alpha Zero's portfolio in Q2 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 7 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Alpha Zero's 13F filing for Q2 2026, filed 20 Jul 2026.