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Realta Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Realta Investment Advisors’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 		$3.75K Hold
34
– – ﹤0.01% 353
2026
Q1 		$3.48K Sell
34
-179
-84% -$18.8K ﹤0.01% 341
2025
Q4 		$21.8K Buy
213
+179
+526% +$18.1K 0.01% 275
2025
Q3 		$3.4K Sell
34
-179
-84% -$17.4K ﹤0.01% 306
2025
Q2 		$20.2K Hold
213
– – 0.01% 253
2025
Q1 		$19.7K Buy
213
+179
+526% +$16.8K 0.01% 260
2024
Q4 		$3.16K Hold
34
– – ﹤0.01% 318
2024
Q3 		$3.29K Sell
34
-1
-3% -$92 ﹤0.01% 329
2024
Q2 		$3.08K Sell
35
-85
-71% -$7.49K ﹤0.01% 751
2024
Q1 		$10.9K Buy
+120
New +$10.3K ﹤0.01% 693
2023
Q4 		– Sell
-119
Closed -$9.29K – 607
2023
Q3 		$9.29K Hold
119
– – ﹤0.01% 678
2023
Q2 		$9.29K Buy
+119
New +$8.89K ﹤0.01% 731
2023
Q1 		– Sell
-393
Closed -$27.8K – 620
2022
Q4 		$27.8K Buy
393
+275
+233% +$19.1K 0.01% 614
2022
Q3 		$7K Buy
+118
New +$8.15K ﹤0.01% 728
2019
Q4 		– Sell
-55
Closed -$3K – 1628
2019
Q3 		$3K Buy
55
+1
+2% +$57 ﹤0.01% 1438
2019
Q2 		$3K Buy
+54
New +$3.01K ﹤0.01% 1489

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 22.9% 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

Realta Investment Advisors's IUSV Position: Q2 2026 in Review

Realta Investment Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 34 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Realta Investment Advisors first reported a position in IUSV in Q2 2019 and has held it in 16 quarters since. The position peaked at $27.8K in Q4 2022. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Realta Investment Advisors held 34 shares of iShares Core S&P US Value ETF worth $3.75K as of Q2 2026.
  • Realta Investment Advisors left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #353 holding.
  • Realta Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2019 and has held it in 16 quarters since.
  • Realta Investment Advisors's iShares Core S&P US Value ETF position peaked at $27.8K in Q4 2022.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.