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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
Q1 		– Sell
-2,600
Closed -$267K – 213
2025
Q4 		$267K Buy
+2,600
New +$264K 0.02% 195

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 371 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.
  • 371 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.