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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return