tru Independence’s iShares Core S&P US Value ETF IUSV Stock Holding History

tru Independence’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	$309K	Buy	+2,806	New	+$317K	0.13%	84
2021 Q3	–	Sell	-2,170	Closed	-$156K	–	271
2021 Q2	$156K	Sell	2,170 -34,546	-94%	-$2.48M	0.05%	99
2021 Q1	$2.53M	Buy	+36,716	New	+$2.41M	0.48%	71
2020 Q4	–	Sell	-17,882	Closed	-$971K	–	790
2020 Q3	$971K	Buy	+17,882	New	+$977K	0.28%	80
2020 Q2	–	Sell	-329,917	Closed	-$29.8M	–	900
2020 Q1	$29.8M	Buy	329,917 +327,380	+12,904%	+$18.8M	4.85%	3
2019 Q4	$117K	Buy	+2,537	New	+$153K	0.02%	290

Other funds holding IUSV

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

tru Independence's IUSV Position: Q3 2026 in Review

tru Independence opened a new position in iShares Core S&P US Value ETF (IUSV) in Q3 2026: 2,806 shares worth $309K. The stake represents 0.13% of the portfolio and ranks #84 among its holdings. This is a return to the name: tru Independence previously reported a position in IUSV as recently as Q2 2021.

tru Independence first reported a position in IUSV in Q4 2019 and has held it in 6 quarters since. The position peaked at $29.8M in Q1 2020. 249 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

tru Independence held 2,806 shares of iShares Core S&P US Value ETF worth $309K as of Q3 2026.
iShares Core S&P US Value ETF was a new tru Independence position in Q3 2026.
iShares Core S&P US Value ETF made up 0.13% of tru Independence's portfolio in Q3 2026, its #84 holding.
tru Independence first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 6 quarters since.
tru Independence's iShares Core S&P US Value ETF position peaked at $29.8M in Q1 2020.
249 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.