TLFA
IUSV icon

True Link Financial Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

True Link Financial 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
Q1 		$41.6K Buy
+407
New +$42.7K ﹤0.01% 228
2021
Q4 		– Sell
-699
Closed -$50K – 780
2021
Q3 		$50K Buy
+699
New +$50.8K 0.01% 479

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

True Link Financial Advisors's IUSV Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 407 shares worth $41.6K. The stake represents ﹤0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: True Link Financial Advisors previously reported a position in IUSV as recently as Q3 2021.

True Link Financial Advisors first reported a position in IUSV in Q3 2021 and has held it in 2 quarters since. The position peaked at $50K in Q3 2021. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • True Link Financial Advisors held 407 shares of iShares Core S&P US Value ETF worth $41.6K as of Q1 2026.
  • iShares Core S&P US Value ETF was a new True Link Financial Advisors position in Q1 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #228 holding.
  • True Link Financial Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 2 quarters since.
  • True Link Financial Advisors's iShares Core S&P US Value ETF position peaked at $50K in Q3 2021.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.