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 Q3	$509K	Buy	4,611 +1,327	+40%	+$150K	0.04%	318
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Fiduciary Alliance's IUSV Position: Q3 2026 in Review

Fiduciary Alliance increased its iShares Core S&P US Value ETF (IUSV) stake by 40% in Q3 2026, buying an estimated $150K and bringing the position to 4,611 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #318.

Fiduciary Alliance first reported a position in IUSV in Q4 2022 and has held it in 5 quarters since. 540 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Fiduciary Alliance held 4,611 shares of iShares Core S&P US Value ETF worth $509K as of Q3 2026.
Fiduciary Alliance bought 1,327 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $150K.
iShares Core S&P US Value ETF made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #318 holding.
Fiduciary Alliance first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 5 quarters since.
540 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.