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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
Q3 		$59.3K Hold
538
– – ﹤0.01% 2255
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

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GAMMA Investing's IUSV Position: Q3 2026 in Review

GAMMA Investing held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 538 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

GAMMA Investing first reported a position in IUSV in Q4 2023 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • GAMMA Investing held 538 shares of iShares Core S&P US Value ETF worth $59.3K as of Q3 2026.
  • GAMMA Investing left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2255 holding.
  • GAMMA Investing first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.