RDA Financial Network
IUSV icon

RDA Financial Network’s iShares Core S&P US Value ETF IUSV Stock Holding History

RDA Financial 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 		$386K Sell
3,499
-331
-9% -$37.4K 0.08% 172
2026
Q2 		$422K Sell
3,830
-1,465
-28% -$159K 0.09% 185
2026
Q1 		$541K Sell
5,295
-891
-14% -$93.4K 0.14% 150
2025
Q4 		$634K Sell
6,186
-29,301
-83% -$2.97M 0.15% 133
2025
Q3 		$3.55M Sell
35,487
-1,100
-3% -$107K 0.87% 24
2025
Q2 		$3.46M Buy
36,587
+972
+3% +$87.7K 0.94% 21
2025
Q1 		$3.29M Buy
35,615
+34
+0.1% +$3.19K 0.98% 22
2024
Q4 		$3.29M Buy
35,581
+333
+0.9% +$32K 0.96% 21
2024
Q3 		$3.37M Buy
35,248
+924
+3% +$85K 1.04% 22
2024
Q2 		$3.03M Sell
34,324
-927
-3% -$81.7K 0.99% 24
2024
Q1 		$3.19M Sell
35,251
-804
-2% -$69.2K 1.09% 23
2023
Q4 		$3.04M Sell
36,055
-1,814
-5% -$141K 1.15% 21
2023
Q3 		$2.83M Sell
37,869
-807
-2% -$63.3K 1.22% 20
2023
Q2 		$3.03M Sell
38,676
-753
-2% -$56.2K 1.27% 18
2023
Q1 		$2.91M Sell
39,429
-620
-2% -$45.7K 1.33% 17
2022
Q4 		$2.83M Buy
40,049
+4,014
+11% +$279K 1.42% 15
2022
Q3 		$2.26M Buy
36,035
+680
+2% +$46.9K 1.23% 20
2022
Q2 		$2.36M Buy
35,355
+4,565
+15% +$328K 1.19% 19
2022
Q1 		$2.34M Buy
30,790
+1,233
+4% +$92.4K 0.99% 29
2021
Q4 		$2.26M Buy
29,557
+14,495
+96% +$1.08M 0.92% 32
2021
Q3 		$1.07M Buy
15,062
+7,542
+100% +$548K 0.47% 63
2021
Q2 		$541K Buy
+7,520
New +$541K 0.24% 99

Other funds holding IUSV

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

RDA Financial Network's IUSV Position: Q3 2026 in Review

RDA Financial Network reduced its iShares Core S&P US Value ETF (IUSV) stake by 8.6% in Q3 2026, selling an estimated $37.4K and leaving 3,499 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #172.

RDA Financial Network first reported a position in IUSV in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.55M in Q3 2025. 248 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • RDA Financial Network held 3,499 shares of iShares Core S&P US Value ETF worth $386K as of Q3 2026.
  • RDA Financial Network sold 331 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $37.4K.
  • iShares Core S&P US Value ETF made up 0.08% of RDA Financial Network's portfolio in Q3 2026, its #172 holding.
  • RDA Financial Network first reported a position in iShares Core S&P US Value ETF in Q2 2021 and has held it in 22 quarters since.
  • RDA Financial Network's iShares Core S&P US Value ETF position peaked at $3.55M in Q3 2025.
  • 248 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.