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IUSV icon

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

Garde Capital’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 		$25.6M Sell
232,407
-5,026
-2% -$544K 1.15% 24
2026
Q1 		$24.3M Sell
237,433
-1,336
-0.6% -$140K 1.45% 18
2025
Q4 		$24.5M Sell
238,769
-3,218
-1% -$326K 1.45% 18
2025
Q3 		$24.2M Sell
241,987
-2,115
-0.9% -$206K 1.18% 25
2025
Q2 		$23.1M Buy
244,102
+8,545
+4% +$771K 1.21% 23
2025
Q1 		$21.7M Buy
235,557
+8,288
+4% +$778K 1.22% 23
2024
Q4 		$21M Buy
227,269
+2,858
+1% +$275K 1.39% 20
2024
Q3 		$21.4M Sell
224,411
-2,712
-1% -$249K 1.41% 18
2024
Q2 		$20M Sell
227,123
-2,600
-1% -$229K 1.39% 17
2024
Q1 		$20.8M Sell
229,723
-1,445
-0.6% -$124K 1.45% 15
2023
Q4 		$19.5M Buy
231,168
+13,958
+6% +$1.09M 1.49% 15
2023
Q3 		$16.2M Buy
217,210
+456
+0.2% +$35.8K 1.38% 15
2023
Q2 		$17M Buy
216,754
+4,806
+2% +$359K 1.41% 16
2023
Q1 		$15.6M Buy
211,948
+157
+0.1% +$11.6K 1.72% 13
2022
Q4 		$15M Buy
211,791
+23,249
+12% +$1.62M 1.8% 12
2022
Q3 		$11.8M Buy
188,542
+144,320
+326% +$9.96M 1.53% 14
2022
Q2 		$2.96M Buy
44,222
+42,390
+2,314% +$3.04M 0.36% 46
2022
Q1 		$139K Buy
+1,832
New +$137K 0.01% 245

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
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

Garde Capital's IUSV Position: Q2 2026 in Review

Garde Capital reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.1% in Q2 2026, selling an estimated $544K and leaving 232,407 shares worth $25.6M. The position accounts for 1.15% of the portfolio, ranked #24.

Garde Capital first reported a position in IUSV in Q1 2022 and has held it in 18 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Garde Capital held 232,407 shares of iShares Core S&P US Value ETF worth $25.6M as of Q2 2026.
  • Garde Capital sold 5,026 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $544K.
  • iShares Core S&P US Value ETF made up 1.15% of Garde Capital's portfolio in Q2 2026, its #24 holding.
  • Garde Capital first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.