Fiduciary Advisors Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

Fiduciary Advisors Inc’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	$916K	Sell	8,316 -1,008	-11%	-$109K	0.62%	30
2026 Q1	$953K	Buy	9,324 +1,833	+24%	+$192K	0.72%	26
2025 Q4	$768K	Buy	7,491 +40	+0.5%	+$4.06K	0.58%	30
2025 Q3	$745K	Buy	7,451 +18	+0.2%	+$1.75K	0.6%	29
2025 Q2	$703K	Buy	7,433 +103	+1%	+$9.3K	0.62%	29
2025 Q1	$676K	Sell	7,330 -170	-2%	-$16K	0.67%	28
2024 Q4	$694K	Buy	+7,500	New	+$721K	0.7%	28

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

Fiduciary Advisors Inc's IUSV Position: Q2 2026 in Review

Fiduciary Advisors Inc reduced its iShares Core S&P US Value ETF (IUSV) stake by 11% in Q2 2026, selling an estimated $109K and leaving 8,316 shares worth $916K. The position accounts for 0.62% of the portfolio, ranked #30.

Fiduciary Advisors Inc first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $953K in Q1 2026. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Fiduciary Advisors Inc held 8,316 shares of iShares Core S&P US Value ETF worth $916K as of Q2 2026.
Fiduciary Advisors Inc sold 1,008 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $109K.
iShares Core S&P US Value ETF made up 0.62% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #30 holding.
Fiduciary Advisors Inc first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
Fiduciary Advisors Inc's iShares Core S&P US Value ETF position peaked at $953K in Q1 2026.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.