Mariner
IUSV icon

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

Mariner’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 		$10.5M Sell
95,713
-11,154
-10% -$1.21M 0.01% 710
2026
Q1 		$10.9M Buy
106,867
+1,738
+2% +$182K 0.01% 699
2025
Q4 		$10.8M Buy
105,129
+7,870
+8% +$798K 0.01% 675
2025
Q3 		$9.72M Sell
97,259
-683
-0.7% -$66.5K 0.01% 661
2025
Q2 		$9.27M Buy
97,942
+7,256
+8% +$655K 0.01% 628
2025
Q1 		$8.37M Buy
90,686
+8,002
+10% +$751K 0.01% 613
2024
Q4 		$7.66M Buy
82,684
+5,465
+7% +$526K 0.01% 638
2024
Q3 		$7.37M Buy
77,219
+7,532
+11% +$692K 0.01% 638
2024
Q2 		$6.14M Sell
69,687
-1,982
-3% -$175K 0.01% 660
2024
Q1 		$6.48M Sell
71,669
-11,923
-14% -$1.03M 0.01% 642
2023
Q4 		$7.05M Sell
83,592
-44,178
-35% -$3.44M 0.02% 577
2023
Q3 		$9.53M Buy
127,770
+50,335
+65% +$3.95M 0.03% 449
2023
Q2 		$6.06M Sell
77,435
-7,959
-9% -$594K 0.02% 585
2023
Q1 		$6.3M Buy
85,394
+12,169
+17% +$896K 0.02% 556
2022
Q4 		$5.17M Buy
73,225
+51,639
+239% +$3.59M 0.02% 590
2022
Q3 		$1.35M Sell
21,586
-2,015
-9% -$139K 0.01% 929
2022
Q2 		$1.58M Buy
23,601
+1,583
+7% +$114K 0.01% 777
2022
Q1 		$1.67M Buy
22,018
+2,253
+11% +$169K 0.01% 772
2021
Q4 		$1.51M Sell
19,765
-159
-0.8% -$11.8K 0.01% 721
2021
Q3 		$1.41M Buy
19,924
+2,804
+16% +$204K 0.01% 612
2021
Q2 		$1.23M Buy
17,120
+1,158
+7% +$83.3K 0.01% 617
2021
Q1 		$1.1M Sell
15,962
-14,379
-47% -$943K 0.01% 587
2020
Q4 		$1.89M Buy
+30,341
New +$1.78M 0.01% 439

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

Mariner's IUSV Position: Q2 2026 in Review

Mariner reduced its iShares Core S&P US Value ETF (IUSV) stake by 10% in Q2 2026, selling an estimated $1.21M and leaving 95,713 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #710.

Mariner first reported a position in IUSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.9M in Q1 2026. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Mariner held 95,713 shares of iShares Core S&P US Value ETF worth $10.5M as of Q2 2026.
  • Mariner sold 11,154 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.21M.
  • iShares Core S&P US Value ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #710 holding.
  • Mariner first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Mariner's iShares Core S&P US Value ETF position peaked at $10.9M in Q1 2026.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.