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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

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

United Advisor Group's IUSV Position: Q1 2026 in Review

United Advisor Group increased its iShares Core S&P US Value ETF (IUSV) stake by 0.36% in Q1 2026, buying an estimated $1.47K and bringing the position to 3,924 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #333.

United Advisor Group first reported a position in IUSV in Q3 2024 and has held it in 7 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

United Advisor Group held 3,924 shares of iShares Core S&P US Value ETF worth $401K as of Q1 2026.
United Advisor Group bought 14 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.47K.
iShares Core S&P US Value ETF made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #333 holding.
United Advisor Group first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 7 quarters since.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.