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

Founders Financial 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 		$340K Buy
3,090
+30
+1% +$3.25K 0.05% 316
2026
Q1 		$313K Buy
3,060
+2,950
+2,682% +$309K 0.06% 289
2025
Q4 		$11.3K Sell
110
-781
-88% -$79.2K ﹤0.01% 500
2025
Q3 		$89K Buy
891
+781
+710% +$76K 0.02% 445
2025
Q2 		$10.4K Sell
110
-666
-86% -$60.1K ﹤0.01% 457
2025
Q1 		$71.6K Buy
776
+2
+0.3% +$188 0.02% 414
2024
Q4 		$71.7K Buy
774
+3
+0.4% +$289 0.02% 354
2024
Q3 		$73.6K Buy
771
+3
+0.4% +$276 0.02% 360
2024
Q2 		$67.7K Hold
768
– – 0.02% 349
2024
Q1 		$69.5K Hold
768
– – 0.02% 354
2023
Q4 		$64.8K Sell
768
-11
-1% -$857 0.03% 321
2023
Q3 		$58.1K Sell
779
-83
-10% -$6.51K 0.03% 308
2023
Q2 		$67.5K Buy
862
+473
+122% +$35.3K 0.03% 319
2023
Q1 		$28.3K Sell
389
-390
-50% -$28.7K 0.01% 351
2022
Q4 		$55K Hold
779
– – 0.03% 315
2022
Q3 		$49K Hold
779
– – 0.02% 318
2022
Q2 		$52K Hold
779
– – 0.03% 329
2022
Q1 		$59K Hold
779
– – 0.03% 310
2021
Q4 		$59K Hold
779
– – 0.02% 349
2021
Q3 		$56K Hold
779
– – 0.03% 324
2021
Q2 		$56K Hold
779
– – 0.03% 336
2021
Q1 		$57K Buy
779
+200
+35% +$13.1K 0.03% 321
2020
Q4 		$36K Buy
579
+99
+21% +$5.8K 0.02% 312
2020
Q3 		$27K Buy
+480
New +$26.2K 0.02% 501

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

Founders Financial Alliance's IUSV Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares Core S&P US Value ETF (IUSV) stake by 0.98% in Q2 2026, buying an estimated $3.25K and bringing the position to 3,090 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #316.

Founders Financial Alliance first reported a position in IUSV in Q3 2020 and has held it in 24 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Founders Financial Alliance held 3,090 shares of iShares Core S&P US Value ETF worth $340K as of Q2 2026.
  • Founders Financial Alliance bought 30 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.25K.
  • iShares Core S&P US Value ETF made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #316 holding.
  • Founders Financial Alliance first reported a position in iShares Core S&P US Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.