Collective Family Office’s iShares Core S&P US Value ETF IUSV Stock Holding History

Collective Family Office’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	$1.01M	Sell	9,193 -400	-4%	-$43.3K	0.21%	79
2026 Q1	$981K	Sell	9,593 -3,500	-27%	-$367K	0.22%	74
2025 Q4	$1.34M	Hold	13,093	–	–	0.31%	63
2025 Q3	$1.31M	Hold	13,093	–	–	0.31%	64
2025 Q2	$1.24M	Sell	13,093 -235	-2%	-$21.2K	0.32%	65
2025 Q1	$1.23M	Hold	13,328	–	–	0.33%	63
2024 Q4	$1.23M	Hold	13,328	–	–	0.34%	61
2024 Q3	$1.27M	Sell	13,328 -169	-1%	-$15.5K	0.35%	62
2024 Q2	$1.19M	Sell	13,497 -95	-0.7%	-$8.37K	0.35%	64
2024 Q1	$1.23M	Buy	13,592 +25	+0.2%	+$2.15K	0.4%	58
2023 Q4	$1.14M	Sell	13,567 -10,097	-43%	-$786K	0.4%	56
2023 Q3	$1.77M	Buy	23,664 +13,476	+132%	+$1.06M	0.69%	42
2023 Q2	$797K	Hold	10,188	–	–	0.31%	71
2023 Q1	$752K	Hold	10,188	–	–	0.31%	74
2022 Q4	$720K	Buy	+10,188	New	+$708K	0.32%	70

Other funds holding IUSV

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Collective Family Office's IUSV Position: Q2 2026 in Review

Collective Family Office reduced its iShares Core S&P US Value ETF (IUSV) stake by 4.2% in Q2 2026, selling an estimated $43.3K and leaving 9,193 shares worth $1.01M. The position accounts for 0.21% of the portfolio, ranked #79.

Collective Family Office first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.77M in Q3 2023. 131 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Collective Family Office held 9,193 shares of iShares Core S&P US Value ETF worth $1.01M as of Q2 2026.
Collective Family Office sold 400 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $43.3K.
iShares Core S&P US Value ETF made up 0.21% of Collective Family Office's portfolio in Q2 2026, its #79 holding.
Collective Family Office first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
Collective Family Office's iShares Core S&P US Value ETF position peaked at $1.77M in Q3 2023.
131 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.