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Hoese & Co’s iShares Core S&P US Value ETF IUSV Stock Holding History

Hoese & Co’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 		$165K Hold
1,500
– – 0.11% 57
2026
Q1 		$153K Hold
1,500
– – 0.11% 49
2025
Q4 		$154K Buy
+1,500
New +$152K 0.11% 48
2025
Q2 		– Sell
-441
Closed -$40.7K – 161
2025
Q1 		$40.7K Hold
441
– – 0.04% 76
2024
Q4 		$40.8K Buy
+441
New +$42.4K 0.04% 81

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
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Hoese & Co's IUSV Position: Q2 2026 in Review

Hoese & Co held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 1,500 shares worth $165K. The position accounts for 0.11% of the portfolio, ranked #57.

Hoese & Co first reported a position in IUSV in Q4 2024 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Hoese & Co held 1,500 shares of iShares Core S&P US Value ETF worth $165K as of Q2 2026.
  • Hoese & Co left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.11% of Hoese & Co's portfolio in Q2 2026, its #57 holding.
  • Hoese & Co first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.