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IUSV icon

Wealth Alliance’s iShares Core S&P US Value ETF IUSV Stock Holding History

Wealth Alliance’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 		$375K Sell
3,663
-160
-4% -$16.8K 0.04% 369
2025
Q4 		$392K Buy
3,823
+29
+0.8% +$2.94K 0.04% 371
2025
Q3 		$379K Buy
3,794
+1
+0% +$97 0.04% 362
2025
Q2 		$359K Buy
3,793
+831
+28% +$75K 0.04% 359
2025
Q1 		$273K Buy
2,962
+72
+2% +$6.76K 0.03% 417
2024
Q4 		$268K Sell
2,890
-1,752
-38% -$169K 0.03% 415
2024
Q3 		$443K Sell
4,642
-6
-0.1% -$552 0.05% 290
2024
Q2 		$410K Buy
4,648
+212
+5% +$18.7K 0.05% 300
2024
Q1 		$401K Sell
4,436
-23
-0.5% -$1.98K 0.05% 322
2023
Q4 		$376K Sell
4,459
-33
-0.7% -$2.57K 0.05% 318
2023
Q3 		$335K Sell
4,492
-950
-17% -$74.6K 0.05% 324
2023
Q2 		$426K Buy
5,442
+707
+15% +$52.8K 0.06% 281
2023
Q1 		$349K Buy
4,735
+240
+5% +$17.7K 0.06% 318
2022
Q4 		$317K Sell
4,495
-1,019
-18% -$70.9K 0.06% 331
2022
Q3 		$346K Sell
5,514
-294
-5% -$20.3K 0.07% 288
2022
Q2 		$389K Sell
5,808
-3,976
-41% -$286K 0.07% 258
2022
Q1 		$743K Sell
9,784
-2,402
-20% -$180K 0.15% 147
2021
Q4 		$930K Sell
12,186
-478
-4% -$35.5K 0.19% 121
2021
Q3 		$898K Sell
12,664
-1,207
-9% -$87.7K 0.2% 112
2021
Q2 		$998K Sell
13,871
-4,712
-25% -$339K 0.24% 102
2021
Q1 		$1.28M Sell
18,583
-660
-3% -$43.3K 0.36% 61
2020
Q4 		$1.2M Sell
19,243
-305
-2% -$17.9K 0.35% 64
2020
Q3 		$1.06M Buy
19,548
+1,701
+10% +$93K 0.38% 63
2020
Q2 		$932K Sell
17,847
-1,440
-7% -$73.5K 0.37% 71
2020
Q1 		$891K Buy
+19,287
New +$1.11M 0.48% 53

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

Wealth Alliance's IUSV Position: Q1 2026 in Review

Wealth Alliance reduced its iShares Core S&P US Value ETF (IUSV) stake by 4.2% in Q1 2026, selling an estimated $16.8K and leaving 3,663 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #369.

Wealth Alliance first reported a position in IUSV in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.28M in Q1 2021. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Wealth Alliance held 3,663 shares of iShares Core S&P US Value ETF worth $375K as of Q1 2026.
  • Wealth Alliance sold 160 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $16.8K.
  • iShares Core S&P US Value ETF made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #369 holding.
  • Wealth Alliance first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's iShares Core S&P US Value ETF position peaked at $1.28M in Q1 2021.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.