Values Added Financial
IUSV icon

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
Q3 		$223K Hold
2,024
– – 0.08% 132
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

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Values Added Financial's IUSV Position: Q3 2026 in Review

Values Added Financial held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 2,024 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #132.

Values Added Financial first reported a position in IUSV in Q3 2025 and has held it in 5 quarters since. 355 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Values Added Financial held 2,024 shares of iShares Core S&P US Value ETF worth $223K as of Q3 2026.
  • Values Added Financial left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Value ETF made up 0.08% of Values Added Financial's portfolio in Q3 2026, its #132 holding.
  • Values Added Financial first reported a position in iShares Core S&P US Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.