IFG
IUSV icon

Independent Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Independent Financial Group’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 		$994K Buy
9,022
+628
+7% +$68K 0.02% 691
2026
Q1 		$858K Buy
8,394
+411
+5% +$43.1K 0.02% 681
2025
Q4 		$819K Buy
7,983
+1,971
+33% +$200K 0.02% 701
2025
Q3 		$601K Buy
6,012
+503
+9% +$49K 0.01% 770
2025
Q2 		$521K Sell
5,509
-77
-1% -$6.95K 0.01% 764
2025
Q1 		$516K Buy
5,586
+83
+2% +$7.79K 0.02% 699
2024
Q4 		$510K Buy
5,503
+383
+7% +$36.8K 0.02% 678
2024
Q3 		$489K Sell
5,120
-269
-5% -$24.7K 0.02% 663
2024
Q2 		$475K Sell
5,389
-16
-0.3% -$1.41K 0.02% 624
2024
Q1 		$489K Buy
5,405
+529
+11% +$45.5K 0.02% 592
2023
Q4 		$411K Buy
4,876
+2
+0% +$156 0.02% 617
2023
Q3 		$364K Hold
4,874
– – 0.02% 587
2023
Q2 		$381K Buy
4,874
+526
+12% +$39.3K 0.03% 552
2023
Q1 		$321K Sell
4,348
-758
-15% -$55.8K 0.03% 583
2022
Q4 		$361K Buy
5,106
+746
+17% +$51.9K 0.03% 514
2022
Q3 		$273K Buy
4,360
+1
+0% +$69 0.02% 565
2022
Q2 		$292K Buy
4,359
+1
+0% +$72 0.03% 512
2022
Q1 		$331K Buy
4,358
+1
+0% +$75 0.03% 560
2021
Q4 		$333K Buy
4,357
+91
+2% +$6.75K 0.03% 553
2021
Q3 		$302K Buy
4,266
+1
+0% +$73 0.03% 523
2021
Q2 		$307K Buy
4,265
+1
+0% +$72 0.03% 524
2021
Q1 		$294K Sell
4,264
-117
-3% -$7.68K 0.04% 474
2020
Q4 		$272K Sell
4,381
-100
-2% -$5.86K 0.04% 447
2020
Q3 		$243K Sell
4,481
-200
-4% -$10.9K 0.05% 399
2020
Q2 		$244K Sell
4,681
-1,389
-23% -$70.9K 0.05% 365
2020
Q1 		$280K Buy
+6,070
New +$349K 0.08% 267

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

Independent Financial Group's IUSV Position: Q2 2026 in Review

Independent Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 7.5% in Q2 2026, buying an estimated $68K and bringing the position to 9,022 shares worth $994K. The position accounts for 0.02% of the portfolio, ranked #691.

Independent Financial Group first reported a position in IUSV in Q1 2020 and has held it in 26 quarters since. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Independent Financial Group held 9,022 shares of iShares Core S&P US Value ETF worth $994K as of Q2 2026.
  • Independent Financial Group bought 628 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $68K.
  • iShares Core S&P US Value ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #691 holding.
  • Independent Financial Group first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.