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GAMMA Investing’s iShares Core S&P US Value ETF IUSV Stock Holding History

GAMMA Investing’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 		$59.3K Buy
538
+43
+9% +$4.65K ﹤0.01% 2184
2026
Q1 		$50.6K Buy
495
+283
+133% +$29.7K ﹤0.01% 2171
2025
Q4 		$21.7K Hold
212
– – ﹤0.01% 2563
2025
Q3 		$21.2K Hold
212
– – ﹤0.01% 2485
2025
Q2 		$20.1K Hold
212
– – ﹤0.01% 2456
2025
Q1 		$19.6K Hold
212
– – ﹤0.01% 2393
2024
Q4 		$19.6K Hold
212
– – ﹤0.01% 2272
2024
Q3 		$20.2K Hold
212
– – ﹤0.01% 2102
2024
Q2 		$18.7K Hold
212
– – ﹤0.01% 1901
2024
Q1 		$19.2K Hold
212
– – ﹤0.01% 1679
2023
Q4 		$17.9K Buy
+212
New +$16.5K ﹤0.01% 1573

Other funds holding IUSV

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
FG
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
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing's IUSV Position: Q2 2026 in Review

GAMMA Investing increased its iShares Core S&P US Value ETF (IUSV) stake by 8.7% in Q2 2026, buying an estimated $4.65K and bringing the position to 538 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

GAMMA Investing first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. 225 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • GAMMA Investing held 538 shares of iShares Core S&P US Value ETF worth $59.3K as of Q2 2026.
  • GAMMA Investing bought 43 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $4.65K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2184 holding.
  • GAMMA Investing first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.