Cutler Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Cutler Capital Management’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	$501K	Hold	4,550	–	–	0.13%	87
2026 Q1	$465K	Hold	4,550	–	–	0.13%	87
2025 Q4	$467K	Hold	4,550	–	–	0.14%	91
2025 Q3	$455K	Sell	4,550 -17	-0.4%	-$1.66K	0.14%	88
2025 Q2	$432K	Hold	4,567	–	–	0.15%	85
2025 Q1	$421K	Hold	4,567	–	–	0.15%	86
2024 Q4	$423K	Hold	4,567	–	–	0.15%	90
2024 Q3	$436K	Hold	4,567	–	–	0.15%	89
2024 Q2	$402K	Buy	4,567 +17	+0.4%	+$1.5K	0.16%	88
2024 Q1	$412K	Sell	4,550 -250	-5%	-$21.5K	0.16%	85
2023 Q4	$405K	Hold	4,800	–	–	0.17%	82
2023 Q3	$358K	Hold	4,800	–	–	0.16%	82
2023 Q2	$376K	Hold	4,800	–	–	0.18%	79
2023 Q1	$354K	Sell	4,800 -200	-4%	-$14.7K	0.16%	82
2022 Q4	$353K	Sell	5,000 -100	-2%	-$6.95K	0.15%	82
2022 Q3	$319K	Hold	5,100	–	–	0.15%	84
2022 Q2	$341K	Buy	+5,100	New	+$366K	0.13%	87

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Cutler Capital Management's IUSV Position: Q2 2026 in Review

Cutler Capital Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 4,550 shares worth $501K. The position accounts for 0.13% of the portfolio, ranked #87.

Cutler Capital Management first reported a position in IUSV in Q2 2022 and has held it in 17 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Cutler Capital Management held 4,550 shares of iShares Core S&P US Value ETF worth $501K as of Q2 2026.
Cutler Capital Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.13% of Cutler Capital Management's portfolio in Q2 2026, its #87 holding.
Cutler Capital Management first reported a position in iShares Core S&P US Value ETF in Q2 2022 and has held it in 17 quarters since.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Cutler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.