Collier Financial
IUSV icon

Collier Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Collier Financial’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 		$552K Buy
5,009
+807
+19% +$91.3K 0.38% 28
2026
Q2 		$463K Sell
4,202
-13
-0.3% -$1.41K 0.32% 28
2026
Q1 		$431K Buy
4,215
+390
+10% +$40.9K 0.33% 25
2025
Q4 		$392K Buy
3,825
+29
+0.8% +$2.94K 0.29% 26
2025
Q3 		$379K Buy
+3,796
New +$370K 0.29% 30
2025
Q1 		$97.1K Buy
1,052
+192
+22% +$18K 0.08% 58
2024
Q4 		$79.6K Buy
+860
New +$82.7K 0.07% 56

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Collier Financial's IUSV Position: Q3 2026 in Review

Collier Financial increased its iShares Core S&P US Value ETF (IUSV) stake by 19% in Q3 2026, buying an estimated $91.3K and bringing the position to 5,009 shares worth $552K. The position accounts for 0.38% of the portfolio, ranked #28.

Collier Financial first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 594 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Collier Financial held 5,009 shares of iShares Core S&P US Value ETF worth $552K as of Q3 2026.
  • Collier Financial bought 807 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $91.3K.
  • iShares Core S&P US Value ETF made up 0.38% of Collier Financial's portfolio in Q3 2026, its #28 holding.
  • Collier Financial first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 594 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Collier Financial's 13F filing for Q3 2026, filed 6 Nov 2026.