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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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
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
AL
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 Alliance's IUSV Position: Q1 2026 in Review

Fiduciary Alliance opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 3,283 shares worth $347K. The stake represents 0.02% of the portfolio and ranks #425 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in IUSV as recently as Q2 2023.

Fiduciary Alliance first reported a position in IUSV in Q4 2022 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Fiduciary Alliance held 3,283 shares of iShares Core S&P US Value ETF worth $347K as of Q1 2026.
  • iShares Core S&P US Value ETF was a new Fiduciary Alliance position in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #425 holding.
  • Fiduciary Alliance first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 3 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.