Integrated Advisors Network’s iShares Core S&P US Value ETF IUSV Stock Holding History

Integrated Advisors Network’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 Q3	$8.67M	Buy	78,594 +27,118	+53%	+$3.07M	0.4%	56
2026 Q2	$5.67M	Buy	51,476 +14,874	+41%	+$1.61M	0.26%	97
2026 Q1	$3.74M	Sell	36,602 -142,414	-80%	-$14.9M	0.2%	135
2025 Q4	$18.4M	Sell	179,016 -37,045	-17%	-$3.76M	0.81%	20
2025 Q3	$21.6M	Buy	216,061 +20,387	+10%	+$1.98M	0.91%	17
2025 Q2	$18.5M	Buy	195,674 +175,357	+863%	+$15.8M	0.84%	17
2025 Q1	$1.88M	Sell	20,317 -55,629	-73%	-$5.22M	0.09%	217
2024 Q4	$7.03M	Buy	75,946 +34,689	+84%	+$3.34M	0.34%	70
2024 Q3	$3.94M	Sell	41,257 -20,585	-33%	-$1.89M	0.19%	134
2024 Q2	$5.45M	Buy	61,842 +1,422	+2%	+$125K	0.28%	84
2024 Q1	$5.46M	Sell	60,420 -142,975	-70%	-$12.3M	0.28%	92
2023 Q4	$17.2M	Sell	203,395 -13,699	-6%	-$1.07M	0.97%	14
2023 Q3	$16.2M	Sell	217,094 -234,021	-52%	-$18.4M	0.99%	16
2023 Q2	$35.3M	Buy	451,115 +422,823	+1,494%	+$31.6M	2.03%	5
2023 Q1	$2.09M	Buy	28,292 +2,591	+10%	+$191K	0.13%	183
2022 Q4	$1.82M	Sell	25,701 -386	-1%	-$26.8K	0.12%	191
2022 Q3	$1.63M	Buy	26,087 +141	+0.5%	+$9.7K	0.11%	190
2022 Q2	$1.74M	Sell	25,946 -2,664	-9%	-$191K	0.11%	202
2022 Q1	$2.17M	Sell	28,610 -176,948	-86%	-$13.3M	0.13%	185
2021 Q4	$15.7M	Buy	205,558 +57,628	+39%	+$4.27M	0.93%	20
2021 Q3	$10.5M	Sell	147,930 -4,337	-3%	-$315K	0.7%	27
2021 Q2	$11M	Sell	152,267 -35,089	-19%	-$2.52M	0.81%	24
2021 Q1	$12.9M	Buy	187,356 +132,650	+242%	+$8.7M	1.18%	16
2020 Q4	$3.4M	Buy	+54,706	New	+$3.21M	0.37%	70
2020 Q3	–	Sell	-26,296	Closed	-$1.37M	–	465
2020 Q2	$1.37M	Buy	+26,296	New	+$1.34M	0.16%	158

Other funds holding IUSV

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Integrated Advisors Network's IUSV Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares Core S&P US Value ETF (IUSV) stake by 53% in Q3 2026, buying an estimated $3.07M and bringing the position to 78,594 shares worth $8.67M. The position accounts for 0.4% of the portfolio, ranked #56.

Integrated Advisors Network first reported a position in IUSV in Q2 2020 and has held it in 25 quarters since. The position peaked at $35.3M in Q2 2023. 248 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Integrated Advisors Network held 78,594 shares of iShares Core S&P US Value ETF worth $8.67M as of Q3 2026.
Integrated Advisors Network bought 27,118 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $3.07M.
iShares Core S&P US Value ETF made up 0.4% of Integrated Advisors Network's portfolio in Q3 2026, its #56 holding.
Integrated Advisors Network first reported a position in iShares Core S&P US Value ETF in Q2 2020 and has held it in 25 quarters since.
Integrated Advisors Network's iShares Core S&P US Value ETF position peaked at $35.3M in Q2 2023.
248 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.