Maryland Capital Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Maryland Capital Advisors’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	$1.44M	Buy	+13,073	New	+$1.41M	0.46%	35
2025 Q4	$1.34M	Buy	13,061 +8	+0.1%	+$811	0.45%	35
2025 Q3	$1.3M	Sell	13,053 -155	-1%	-$15.1K	0.47%	36
2025 Q2	$1.25M	Buy	13,208 +7	+0.1%	+$632	0.49%	34
2025 Q1	$1.22M	Buy	13,201 +6	+0%	+$563	0.54%	31
2024 Q4	$1.22M	Sell	13,195 -13	-0.1%	-$1.25K	0.57%	31
2024 Q3	$1.26M	Sell	13,208 -5	-0%	-$460	0.61%	29
2024 Q2	$1.16M	Buy	13,213 +8	+0.1%	+$705	0.63%	29
2024 Q1	$1.19M	Sell	13,205 -37	-0.3%	-$3.19K	0.74%	30
2023 Q4	$1.12M	Buy	13,242 +15	+0.1%	+$1.17K	0.74%	30
2023 Q3	$987K	Sell	13,227 -130	-1%	-$10.2K	0.75%	27
2023 Q2	$1.05M	Sell	13,357 -24	-0.2%	-$1.79K	0.84%	27
2023 Q1	$987K	Sell	13,381 -5	-0%	-$368	0.87%	26
2022 Q4	$945K	Buy	13,386 +7,159	+115%	+$498K	0.88%	26
2022 Q3	$390K	Buy	6,227 +3,903	+168%	+$269K	0.41%	34
2022 Q2	$155K	Hold	2,324	–	–	0.16%	59
2022 Q1	$176K	Buy	2,324 +2	+0.1%	+$150	0.15%	55
2021 Q4	$177K	Buy	+2,322	New	+$172K	0.15%	55

Other funds holding IUSV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Maryland Capital Advisors's IUSV Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 13,073 shares worth $1.44M. The stake represents 0.46% of the portfolio and ranks #35 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IUSV as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IUSV in Q4 2021 and has held it in 18 quarters since. 528 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Maryland Capital Advisors held 13,073 shares of iShares Core S&P US Value ETF worth $1.44M as of Q2 2026.
iShares Core S&P US Value ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Core S&P US Value ETF made up 0.46% of Maryland Capital Advisors's portfolio in Q2 2026, its #35 holding.
Maryland Capital Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 18 quarters since.
528 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.