VAF
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Values Added Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Values Added Financial’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 		$223K Sell
2,024
-7
-0.3% -$757 0.08% 137
2026
Q1 		$208K Hold
2,031
– – 0.09% 131
2025
Q4 		$208K Hold
2,031
– – 0.09% 129
2025
Q3 		$203K Buy
+2,031
New +$198K 0.09% 125

Other funds holding IUSV

S
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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Values Added Financial's IUSV Position: Q2 2026 in Review

Values Added Financial reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.34% in Q2 2026, selling an estimated $757 and leaving 2,024 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #137.

Values Added Financial first reported a position in IUSV in Q3 2025 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Values Added Financial held 2,024 shares of iShares Core S&P US Value ETF worth $223K as of Q2 2026.
  • Values Added Financial sold 7 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $757.
  • iShares Core S&P US Value ETF made up 0.08% of Values Added Financial's portfolio in Q2 2026, its #137 holding.
  • Values Added Financial first reported a position in iShares Core S&P US Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 333 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.