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IUSV icon

Columbus Macro’s iShares Core S&P US Value ETF IUSV Stock Holding History

Columbus Macro’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 		$6.01M Buy
58,781
+1,178
+2% +$124K 0.64% 61
2025
Q4 		$5.91M Sell
57,603
-3,822
-6% -$388K 0.65% 67
2025
Q3 		$6.14M Sell
61,425
-15,267
-20% -$1.49M 0.7% 61
2025
Q2 		$7.26M Sell
76,692
-6,124
-7% -$553K 0.89% 37
2025
Q1 		$7.64M Sell
82,816
-693
-0.8% -$65K 1.01% 25
2024
Q4 		$7.73M Buy
83,509
+40,180
+93% +$3.86M 1.07% 19
2024
Q3 		$4.15M Sell
43,329
-1,608
-4% -$148K 1.51% 10
2024
Q2 		$3.95M Sell
44,937
-583
-1% -$51.4K 1.53% 8
2024
Q1 		$4.12M Buy
45,520
+498
+1% +$42.9K 1.56% 8
2023
Q4 		$3.79M Sell
45,022
-1,944
-4% -$151K 1.5% 10
2023
Q3 		$3.52M Sell
46,966
-494
-1% -$38.8K 1.48% 14
2023
Q2 		$3.77M Sell
47,460
-3,213
-6% -$240K 1.5% 17
2023
Q1 		$3.75M Sell
50,673
-3,918
-7% -$289K 1.39% 16
2022
Q4 		$3.86M Sell
54,591
-8,710
-14% -$606K 1.48% 14
2022
Q3 		$3.96M Buy
63,301
+1,305
+2% +$90.1K 1.62% 13
2022
Q2 		$4.15M Buy
61,996
+10,956
+21% +$787K 1.58% 14
2022
Q1 		$3.87M Buy
51,040
+647
+1% +$48.5K 1.32% 21
2021
Q4 		$3.85M Buy
50,393
+33,176
+193% +$2.46M 1.29% 21
2021
Q3 		$1.22M Buy
17,217
+1,238
+8% +$89.9K 0.4% 74
2021
Q2 		$1.15M Sell
15,979
-2,286
-13% -$164K 0.36% 82
2021
Q1 		$1.26M Sell
18,265
-1,657
-8% -$109K 0.39% 77
2020
Q4 		$1.24M Sell
19,922
-6,147
-24% -$360K 0.38% 74
2020
Q3 		$1.42M Sell
26,069
-3,182
-11% -$174K 0.43% 72
2020
Q2 		$1.53M Sell
29,251
-772
-3% -$39.4K 0.42% 65
2020
Q1 		$1.39M Sell
30,023
-1,233
-4% -$70.9K 0.4% 62
2019
Q4 		$1.97M Sell
31,256
-431
-1% -$26K 0.44% 63
2019
Q3 		$1.83M Sell
31,687
-5,125
-14% -$292K 0.46% 62
2019
Q2 		$2.08M Sell
36,812
-1,654
-4% -$92.1K 0.45% 54
2019
Q1 		$2.11M Sell
38,466
-3,005
-7% -$161K 0.46% 54
2018
Q4 		$2.04M Buy
+41,471
New +$2.2M 0.46% 57

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 $8.74B AUM 14.62% 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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Columbus Macro's IUSV Position: Q1 2026 in Review

Columbus Macro increased its iShares Core S&P US Value ETF (IUSV) stake by 2% in Q1 2026, buying an estimated $124K and bringing the position to 58,781 shares worth $6.01M. The position accounts for 0.64% of the portfolio, ranked #61.

Columbus Macro first reported a position in IUSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.73M in Q4 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Columbus Macro held 58,781 shares of iShares Core S&P US Value ETF worth $6.01M as of Q1 2026.
  • Columbus Macro bought 1,178 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $124K.
  • iShares Core S&P US Value ETF made up 0.64% of Columbus Macro's portfolio in Q1 2026, its #61 holding.
  • Columbus Macro first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Columbus Macro's iShares Core S&P US Value ETF position peaked at $7.73M in Q4 2024.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.