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

Integrity 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	$7.82M	Buy	70,949 +3,774	+6%	+$408K	0.24%	95
2026 Q1	$6.87M	Buy	67,175 +3,809	+6%	+$399K	0.26%	88
2025 Q4	$6.5M	Buy	63,366 +6,952	+12%	+$705K	0.24%	98
2025 Q3	$5.64M	Sell	56,414 -40,152	-42%	-$3.91M	0.27%	87
2025 Q2	$9.14M	Buy	96,566 +2,183	+2%	+$197K	0.5%	53
2025 Q1	$8.71M	Buy	+94,383	New	+$8.86M	0.34%	67

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 22.96% 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

Integrity Alliance's IUSV Position: Q2 2026 in Review

Integrity Alliance increased its iShares Core S&P US Value ETF (IUSV) stake by 5.6% in Q2 2026, buying an estimated $408K and bringing the position to 70,949 shares worth $7.82M. The position accounts for 0.24% of the portfolio, ranked #95.

Integrity Alliance first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.14M in Q2 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Integrity Alliance held 70,949 shares of iShares Core S&P US Value ETF worth $7.82M as of Q2 2026.
Integrity Alliance bought 3,774 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $408K.
iShares Core S&P US Value ETF made up 0.24% of Integrity Alliance's portfolio in Q2 2026, its #95 holding.
Integrity Alliance first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
Integrity Alliance's iShares Core S&P US Value ETF position peaked at $9.14M in Q2 2025.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.