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

Fiduciary Alliance’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 		$362K Buy
3,284
+1
+0% +$108 0.02% 408
2026
Q1 		$347K Buy
+3,283
New +$344K 0.02% 425
2023
Q3 		– Sell
-232
Closed -$18.2K – 548
2023
Q2 		$18.2K Buy
+232
New +$17.3K ﹤0.01% 474
2023
Q1 		– Sell
-232
Closed -$16.4K – 489
2022
Q4 		$16.4K Buy
+232
New +$16.1K ﹤0.01% 336

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
AL
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 Alliance's IUSV Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares Core S&P US Value ETF (IUSV) stake by 0.03% in Q2 2026, buying an estimated $108 and bringing the position to 3,284 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #408.

Fiduciary Alliance first reported a position in IUSV in Q4 2022 and has held it in 4 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Fiduciary Alliance held 3,284 shares of iShares Core S&P US Value ETF worth $362K as of Q2 2026.
  • Fiduciary Alliance 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 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #408 holding.
  • Fiduciary Alliance first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 4 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.