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 Q2	$99.2K	Buy	901 +1	+0.1%	+$108	﹤0.01%	1215
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

AlphaCore Capital's IUSV Position: Q2 2026 in Review

AlphaCore Capital increased its iShares Core S&P US Value ETF (IUSV) stake by 0.11% in Q2 2026, buying an estimated $108 and bringing the position to 901 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

AlphaCore Capital first reported a position in IUSV in Q4 2019 and has held it in 7 quarters since. The position peaked at $108K in Q4 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

AlphaCore Capital held 901 shares of iShares Core S&P US Value ETF worth $99.2K as of Q2 2026.
AlphaCore Capital bought 1 iShares Core S&P US Value ETF share in Q2 2026, an estimated $108.
iShares Core S&P US Value ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1215 holding.
AlphaCore Capital first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 7 quarters since.
AlphaCore Capital's iShares Core S&P US Value ETF position peaked at $108K in Q4 2025.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.