Foundations Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Foundations Investment Advisors’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	$2.19M	Sell	19,889 -135	-0.7%	-$14.6K	0.02%	383
2026 Q1	$2.05M	Sell	20,024 -3,627	-15%	-$380K	0.03%	371
2025 Q4	$2.43M	Sell	23,651 -954	-4%	-$96.7K	0.03%	320
2025 Q3	$2.46M	Buy	+24,605	New	+$2.4M	0.04%	296
2023 Q4	–	Sell	-2,716	Closed	-$203K	–	702
2023 Q3	$203K	Sell	2,716 -3,119	-53%	-$245K	0.01%	613
2023 Q2	$457K	Buy	+5,835	New	+$436K	0.02%	379

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 22.9% 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

Foundations Investment Advisors's IUSV Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.67% in Q2 2026, selling an estimated $14.6K and leaving 19,889 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #383.

Foundations Investment Advisors first reported a position in IUSV in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.46M in Q3 2025. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Foundations Investment Advisors held 19,889 shares of iShares Core S&P US Value ETF worth $2.19M as of Q2 2026.
Foundations Investment Advisors sold 135 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $14.6K.
iShares Core S&P US Value ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #383 holding.
Foundations Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 6 quarters since.
Foundations Investment Advisors's iShares Core S&P US Value ETF position peaked at $2.46M in Q3 2025.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.