Atala Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Atala 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	$319K	Hold	2,894	–	–	0.19%	100
2026 Q2	$319K	Hold	2,894	–	–	0.19%	98
2026 Q1	$297K	Hold	2,894	–	–	0.2%	97
2025 Q4	$297K	Hold	2,894	–	–	0.19%	99
2025 Q3	$289K	Hold	2,894	–	–	0.18%	101
2025 Q2	$274K	Hold	2,894	–	–	0.19%	106
2025 Q1	$267K	Hold	2,894	–	–	0.19%	96
2024 Q4	$268K	Buy	+2,894	New	+$278K	0.19%	108

Other funds holding IUSV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Atala Financial's IUSV Position: Q3 2026 in Review

Atala Financial held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 2,894 shares worth $319K. The position accounts for 0.19% of the portfolio, ranked #100.

Atala Financial first reported a position in IUSV in Q4 2024 and has held it in 8 quarters since. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Atala Financial held 2,894 shares of iShares Core S&P US Value ETF worth $319K as of Q3 2026.
Atala 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 0.19% of Atala Financial's portfolio in Q3 2026, its #100 holding.
Atala Financial first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 8 quarters since.
733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.