RFN
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
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 		$2.37M 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

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

RDA Financial Network's IUSV Position: Q2 2026 in Review

RDA Financial Network reduced its iShares Core S&P US Value ETF (IUSV) stake by 28% in Q2 2026, selling an estimated $159K and leaving 3,830 shares worth $422K. The position accounts for 0.09% of the portfolio, ranked #185.

RDA Financial Network first reported a position in IUSV in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.55M in Q3 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • RDA Financial Network held 3,830 shares of iShares Core S&P US Value ETF worth $422K as of Q2 2026.
  • RDA Financial Network sold 1,465 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $159K.
  • iShares Core S&P US Value ETF made up 0.09% of RDA Financial Network's portfolio in Q2 2026, its #185 holding.
  • RDA Financial Network first reported a position in iShares Core S&P US Value ETF in Q2 2021 and has held it in 21 quarters since.
  • RDA Financial Network's iShares Core S&P US Value ETF position peaked at $3.55M in Q3 2025.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.