FFA
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Farther Finance Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Farther Finance Advisors’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 		$3.01M Buy
27,260
+240
+0.9% +$27.1K 0.02% 604
2026
Q2 		$2.98M Sell
27,020
-1,556
-5% -$168K 0.02% 571
2026
Q1 		$2.93M Buy
28,576
+588
+2% +$61.7K 0.03% 501
2025
Q4 		$2.87M Buy
27,988
+3,790
+16% +$384K 0.03% 460
2025
Q3 		$2.42M Buy
24,198
+4,404
+22% +$429K 0.04% 385
2025
Q2 		$1.87M Sell
19,794
-1,267
-6% -$114K 0.04% 383
2025
Q1 		$1.94M Buy
21,061
+2,727
+15% +$256K 0.05% 308
2024
Q4 		$1.7M Buy
18,334
+2,045
+13% +$197K 0.06% 245
2024
Q3 		$1.56M Sell
16,289
-698
-4% -$64.2K 0.06% 239
2024
Q2 		$1.49M Buy
16,987
+1,942
+13% +$171K 0.07% 215
2024
Q1 		$1.35M Buy
15,045
+467
+3% +$40.2K 0.08% 203
2023
Q4 		$1.23M Buy
14,578
+10,706
+276% +$834K 0.09% 207
2023
Q3 		$289K Buy
3,872
+947
+32% +$74.3K 0.05% 302
2023
Q2 		$229K Sell
2,925
-36
-1% -$2.69K 0.05% 292
2023
Q1 		$218K Buy
2,961
+913
+45% +$67.2K 0.06% 249
2022
Q4 		$145K Buy
+2,048
New +$142K 0.06% 265

Other funds holding IUSV

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Farther Finance Advisors's IUSV Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.89% in Q3 2026, buying an estimated $27.1K and bringing the position to 27,260 shares worth $3.01M. The position accounts for 0.02% of the portfolio, ranked #604.

Farther Finance Advisors first reported a position in IUSV in Q4 2022 and has held it in 16 quarters since. 31 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Farther Finance Advisors held 27,260 shares of iShares Core S&P US Value ETF worth $3.01M as of Q3 2026.
  • Farther Finance Advisors bought 240 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $27.1K.
  • iShares Core S&P US Value ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #604 holding.
  • Farther Finance Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.