IF
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Intrua Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Intrua Financial’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 		$440K Buy
3,998
+317
+9% +$34.3K 0.04% 310
2026
Q1 		$376K Buy
3,681
+101
+3% +$10.6K 0.04% 320
2025
Q4 		$367K Buy
3,580
+183
+5% +$18.6K 0.04% 321
2025
Q3 		$340K Buy
+3,397
New +$331K 0.04% 327
2020
Q3 		– Sell
-8,563
Closed -$480K – 232
2020
Q2 		$480K Buy
+8,563
New +$437K 0.18% 113

Other funds holding IUSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Intrua Financial's IUSV Position: Q2 2026 in Review

Intrua Financial increased its iShares Core S&P US Value ETF (IUSV) stake by 8.6% in Q2 2026, buying an estimated $34.3K and bringing the position to 3,998 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #310.

Intrua Financial first reported a position in IUSV in Q2 2020 and has held it in 5 quarters since. The position peaked at $480K in Q2 2020. 381 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Intrua Financial held 3,998 shares of iShares Core S&P US Value ETF worth $440K as of Q2 2026.
  • Intrua Financial bought 317 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $34.3K.
  • iShares Core S&P US Value ETF made up 0.04% of Intrua Financial's portfolio in Q2 2026, its #310 holding.
  • Intrua Financial first reported a position in iShares Core S&P US Value ETF in Q2 2020 and has held it in 5 quarters since.
  • Intrua Financial's iShares Core S&P US Value ETF position peaked at $480K in Q2 2020.
  • 381 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.