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AlphaCore Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

AlphaCore Capital’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
Q1 		$92.1K Sell
900
-155
-15% -$16.3K ﹤0.01% 943
2025
Q4 		$108K Buy
1,055
+132
+14% +$13.4K ﹤0.01% 1071
2025
Q3 		$92.3K Hold
923
– – ﹤0.01% 813
2025
Q2 		$87.3K Hold
923
– – ﹤0.01% 727
2025
Q1 		$85.2K Buy
+923
New +$86.6K 0.01% 539
2020
Q1 		– Sell
-131
Closed -$8K – 349
2019
Q4 		$8K Buy
+131
New +$7.9K ﹤0.01% 115

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AlphaCore Capital's IUSV Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares Core S&P US Value ETF (IUSV) stake by 15% in Q1 2026, selling an estimated $16.3K and leaving 900 shares worth $92.1K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

AlphaCore Capital first reported a position in IUSV in Q4 2019 and has held it in 6 quarters since. The position peaked at $108K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • AlphaCore Capital held 900 shares of iShares Core S&P US Value ETF worth $92.1K as of Q1 2026.
  • AlphaCore Capital sold 155 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $16.3K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #943 holding.
  • AlphaCore Capital first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 6 quarters since.
  • AlphaCore Capital's iShares Core S&P US Value ETF position peaked at $108K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.