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Caldwell Sutter Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

Caldwell Sutter Capital’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 		$23.6K Hold
214
– – 0.01% 509
2026
Q1 		$21.9K Hold
214
– – 0.01% 472
2025
Q4 		$21.9K Hold
214
– – 0.01% 463
2025
Q3 		$21.4K Sell
214
-70
-25% -$6.81K 0.01% 463
2025
Q2 		$26.9K Hold
284
– – 0.01% 428
2025
Q1 		$26.2K Hold
284
– – 0.01% 431
2024
Q4 		$26.3K Hold
284
– – 0.01% 441
2024
Q3 		$27.1K Hold
284
– – 0.01% 439
2024
Q2 		$25K Hold
284
– – 0.01% 450
2024
Q1 		$25.7K Hold
284
– – 0.01% 438
2023
Q4 		$23.9K Hold
284
– – 0.01% 434
2023
Q3 		$21.2K Hold
284
– – 0.01% 434
2023
Q2 		$22.2K Hold
284
– – 0.01% 428
2023
Q1 		$21K Buy
+284
New +$20.9K 0.02% 332

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Caldwell Sutter Capital's IUSV Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 214 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #509.

Caldwell Sutter Capital first reported a position in IUSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $27.1K in Q3 2024. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Caldwell Sutter Capital held 214 shares of iShares Core S&P US Value ETF worth $23.6K as of Q2 2026.
  • Caldwell Sutter Capital left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #509 holding.
  • Caldwell Sutter Capital first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's iShares Core S&P US Value ETF position peaked at $27.1K in Q3 2024.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.