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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
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
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 $7.49B AUM 24.82% 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

Independent Advisor Alliance's IUSV Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 70,222 shares worth $7.18M. The stake represents 0.08% of the portfolio and ranks #239 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in IUSV as recently as Q4 2024.

Independent Advisor Alliance first reported a position in IUSV in Q1 2017 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Independent Advisor Alliance held 70,222 shares of iShares Core S&P US Value ETF worth $7.18M as of Q1 2026.
  • iShares Core S&P US Value ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.08% of Independent Advisor Alliance's portfolio in Q1 2026, its #239 holding.
  • Independent Advisor Alliance first reported a position in iShares Core S&P US Value ETF in Q1 2017 and has held it in 4 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.