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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Fiduciary Advisors Inc's IUSV Position: Q1 2026 in Review

Fiduciary Advisors Inc increased its iShares Core S&P US Value ETF (IUSV) stake by 24% in Q1 2026, buying an estimated $192K and bringing the position to 9,324 shares worth $953K. The position accounts for 0.72% of the portfolio, ranked #26.

Fiduciary Advisors Inc first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Fiduciary Advisors Inc held 9,324 shares of iShares Core S&P US Value ETF worth $953K as of Q1 2026.
Fiduciary Advisors Inc bought 1,833 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $192K.
iShares Core S&P US Value ETF made up 0.72% of Fiduciary Advisors Inc's portfolio in Q1 2026, its #26 holding.
Fiduciary Advisors Inc first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.