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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
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
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 $9.54B AUM 19.86% 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 $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: Q1 2026 in Review

Foundations Investment Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 15% in Q1 2026, selling an estimated $380K and leaving 20,024 shares worth $2.05M. The position accounts for 0.03% of the portfolio, ranked #371.

Foundations Investment Advisors first reported a position in IUSV in Q2 2023 and has held it in 5 quarters since. The position peaked at $2.46M in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Foundations Investment Advisors held 20,024 shares of iShares Core S&P US Value ETF worth $2.05M as of Q1 2026.
  • Foundations Investment Advisors sold 3,627 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $380K.
  • iShares Core S&P US Value ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #371 holding.
  • Foundations Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 5 quarters since.
  • Foundations Investment Advisors's iShares Core S&P US Value ETF position peaked at $2.46M in Q3 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.