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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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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: Q1 2026 in Review

Macroview Investment Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.3% in Q1 2026, buying an estimated $629 and bringing the position to 1,979 shares worth $202K. The position accounts for 0.14% of the portfolio, ranked #98.

Macroview Investment Management first reported a position in IUSV in Q3 2023 and has held it in 7 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Macroview Investment Management held 1,979 shares of iShares Core S&P US Value ETF worth $202K as of Q1 2026.
  • Macroview Investment Management bought 6 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $629.
  • iShares Core S&P US Value ETF made up 0.14% of Macroview Investment Management's portfolio in Q1 2026, its #98 holding.
  • Macroview Investment Management first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 7 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Macroview Investment Management's 13F filing for Q1 2026, filed 8 May 2026.