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Calton & Associates’s iShares Core S&P US Value ETF IUSV Stock Holding History

Calton & Associates’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 		$825K Buy
+7,486
New +$810K 0.12% 154
2025
Q3 		– Sell
-2,766
Closed -$262K – 444
2025
Q2 		$262K Hold
2,766
– – 0.05% 308
2025
Q1 		$255K Buy
+2,766
New +$260K 0.06% 268

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 22.9% 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

Calton & Associates's IUSV Position: Q2 2026 in Review

Calton & Associates opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 7,486 shares worth $825K. The stake represents 0.12% of the portfolio and ranks #154 among its holdings. This is a return to the name: Calton & Associates previously reported a position in IUSV as recently as Q2 2025.

Calton & Associates first reported a position in IUSV in Q1 2025 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Calton & Associates held 7,486 shares of iShares Core S&P US Value ETF worth $825K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Calton & Associates position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.12% of Calton & Associates's portfolio in Q2 2026, its #154 holding.
  • Calton & Associates first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.