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Macroview Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Macroview Investment Management’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 		$219K Buy
1,985
+6
+0.3% +$649 0.14% 102
2026
Q1 		$202K Buy
1,979
+6
+0.3% +$629 0.14% 98
2025
Q4 		$202K Buy
+1,973
New +$200K 0.14% 96
2024
Q4 		– Sell
-1,452
Closed -$139K – 311
2024
Q3 		$139K Buy
1,452
+9
+0.6% +$827 0.14% 93
2024
Q2 		$127K Buy
1,443
+7
+0.5% +$617 0.13% 93
2024
Q1 		$130K Buy
1,436
+7
+0.5% +$602 0.14% 100
2023
Q4 		$121K Sell
1,429
-35
-2% -$2.73K 0.14% 103
2023
Q3 		$109K Buy
+1,464
New +$115K 0.15% 86

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

Macroview Investment Management's IUSV Position: Q2 2026 in Review

Macroview Investment Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.3% in Q2 2026, buying an estimated $649 and bringing the position to 1,985 shares worth $219K. The position accounts for 0.14% of the portfolio, ranked #102.

Macroview Investment Management first reported a position in IUSV in Q3 2023 and has held it in 8 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Macroview Investment Management held 1,985 shares of iShares Core S&P US Value ETF worth $219K as of Q2 2026.
  • Macroview Investment Management bought 6 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $649.
  • iShares Core S&P US Value ETF made up 0.14% of Macroview Investment Management's portfolio in Q2 2026, its #102 holding.
  • Macroview Investment Management first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 8 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.