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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $6.52B 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 $13.4B AUM 19.09% 1-Year Est. Return