Independence Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Independence Financial 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	$7.03M	Sell	63,795 -29,158	-31%	-$3.16M	1.82%	19
2026 Q1	$9.5M	Sell	92,953 -25,762	-22%	-$2.7M	2.85%	16
2025 Q4	$12.2M	Sell	118,715 -974	-0.8%	-$98.8K	3.35%	10
2025 Q3	$12M	Sell	119,689 -6,226	-5%	-$606K	3.64%	10
2025 Q2	$11.9M	Sell	125,915 -248,490	-66%	-$22.4M	4.63%	6
2025 Q1	$34.6M	Buy	+374,405	New	+$35.1M	13.14%	2

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

Independence Financial Advisors's IUSV Position: Q2 2026 in Review

Independence Financial Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 31% in Q2 2026, selling an estimated $3.16M and leaving 63,795 shares worth $7.03M. The position accounts for 1.82% of the portfolio, ranked #19.

Independence Financial Advisors first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $34.6M in Q1 2025. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Independence Financial Advisors held 63,795 shares of iShares Core S&P US Value ETF worth $7.03M as of Q2 2026.
Independence Financial Advisors sold 29,158 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.16M.
iShares Core S&P US Value ETF made up 1.82% of Independence Financial Advisors's portfolio in Q2 2026, its #19 holding.
Independence Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's iShares Core S&P US Value ETF position peaked at $34.6M in Q1 2025.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.