United Advisor Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

United Advisor Group’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	$562K	Sell	5,099 -10	-0.2%	-$1.13K	0.05%	327
2026 Q2	$563K	Buy	5,109 +1,185	+30%	+$128K	0.06%	295
2026 Q1	$401K	Buy	3,924 +14	+0.4%	+$1.47K	0.05%	333
2025 Q4	$401K	Buy	3,910 +79	+2%	+$8.01K	0.05%	317
2025 Q3	$383K	Buy	3,831 +33	+0.9%	+$3.21K	0.05%	312
2025 Q2	$359K	Buy	3,798 +23	+0.6%	+$2.08K	0.06%	285
2025 Q1	$348K	Buy	3,775 +113	+3%	+$10.6K	0.07%	255
2024 Q4	$339K	Buy	3,662 +1,378	+60%	+$133K	0.07%	270
2024 Q3	$218K	Buy	+2,284	New	+$210K	0.05%	320

Other funds holding IUSV

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

United Advisor Group's IUSV Position: Q3 2026 in Review

United Advisor Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.2% in Q3 2026, selling an estimated $1.13K and leaving 5,099 shares worth $562K. The position accounts for 0.05% of the portfolio, ranked #327.

United Advisor Group first reported a position in IUSV in Q3 2024 and has held it in 9 quarters since. The position peaked at $563K in Q2 2026. 428 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

United Advisor Group held 5,099 shares of iShares Core S&P US Value ETF worth $562K as of Q3 2026.
United Advisor Group sold 10 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $1.13K.
iShares Core S&P US Value ETF made up 0.05% of United Advisor Group's portfolio in Q3 2026, its #327 holding.
United Advisor Group first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 9 quarters since.
United Advisor Group's iShares Core S&P US Value ETF position peaked at $563K in Q2 2026.
428 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.