Independent Advisor Alliance’s iShares Core S&P US Value ETF IUSV Stock Holding History

Independent Advisor 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	–	Sell	-70,222	Closed	-$7.18M	–	1368
2026 Q1	$7.18M	Buy	+70,222	New	+$7.36M	0.08%	239
2025 Q1	–	Sell	-46,916	Closed	-$4.34M	–	1097
2024 Q4	$4.34M	Buy	+46,916	New	+$4.51M	0.06%	299
2020 Q1	–	Sell	-82,788	Closed	-$5.22M	–	634
2019 Q4	$5.22M	Buy	+82,788	New	+$4.99M	0.23%	101
2017 Q2	–	Sell	-71,263	Closed	-$3.58M	–	315
2017 Q1	$3.58M	Buy	+71,263	New	+$3.59M	0.57%	54

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

Independent Advisor Alliance's IUSV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 70,222 shares — an estimated $7.18M sold.

Independent Advisor Alliance first reported a position in IUSV in Q1 2017 and held it in 4 quarters. The position peaked at $7.18M in Q1 2026. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 70,222 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $7.18M.
Independent Advisor Alliance first reported a position in iShares Core S&P US Value ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's iShares Core S&P US Value ETF position peaked at $7.18M in Q1 2026.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.