Mascoma Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Mascoma Wealth 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	$530K	Buy	4,811 +169	+4%	+$18.3K	0.1%	57
2026 Q1	$475K	Hold	4,642	–	–	0.1%	59
2025 Q4	$476K	Sell	4,642 -400	-8%	-$40.6K	0.1%	58
2025 Q3	$504K	Hold	5,042	–	–	0.11%	57
2025 Q2	$477K	Sell	5,042 -801	-14%	-$72.3K	0.11%	55
2025 Q1	$539K	Sell	5,843 -1,852	-24%	-$174K	0.13%	53
2024 Q4	$712K	Sell	7,695 -100	-1%	-$9.62K	0.18%	40
2024 Q3	$744K	Sell	7,795 -803	-9%	-$73.8K	0.19%	40
2024 Q2	$758K	Sell	8,598 -2,893	-25%	-$255K	0.2%	37
2024 Q1	$1.04M	Sell	11,491 -1,720	-13%	-$148K	0.3%	33
2023 Q4	$1.11M	Sell	13,211 -4,218	-24%	-$328K	0.33%	35
2023 Q3	$1.3M	Buy	17,429 +982	+6%	+$77.1K	0.41%	35
2023 Q2	$1.31M	Sell	16,447 -286	-2%	-$21.4K	0.4%	35
2023 Q1	$1.25M	Sell	16,733 -2,994	-15%	-$220K	0.37%	41
2022 Q4	$1.39M	Buy	19,727 +1,860	+10%	+$129K	0.44%	41
2022 Q3	$1.12M	Sell	17,867 -293	-2%	-$20.2K	0.39%	43
2022 Q2	$1.22M	Sell	18,160 -3,718	-17%	-$267K	0.42%	45
2022 Q1	$1.66M	Buy	21,878 +9,773	+81%	+$733K	0.53%	41
2021 Q4	$924K	Sell	12,105 -165	-1%	-$12.2K	0.32%	49
2021 Q3	$870K	Sell	12,270 -2,796	-19%	-$203K	0.34%	48
2021 Q2	$1.08M	Buy	15,066 +4,261	+39%	+$306K	0.46%	41
2021 Q1	$744K	Buy	+10,805	New	+$709K	0.32%	49
2019 Q3	–	Sell	-540	Closed	-$31K	–	214
2019 Q2	$31K	Buy	540 +450	+500%	+$25.1K	0.02%	194
2019 Q1	$5K	Buy	+90	New	+$4.81K	﹤0.01%	298

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Mascoma Wealth Management's IUSV Position: Q2 2026 in Review

Mascoma Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 3.6% in Q2 2026, buying an estimated $18.3K and bringing the position to 4,811 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #57.

Mascoma Wealth Management first reported a position in IUSV in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.66M in Q1 2022. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Mascoma Wealth Management held 4,811 shares of iShares Core S&P US Value ETF worth $530K as of Q2 2026.
Mascoma Wealth Management bought 169 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $18.3K.
iShares Core S&P US Value ETF made up 0.1% of Mascoma Wealth Management's portfolio in Q2 2026, its #57 holding.
Mascoma Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2019 and has held it in 24 quarters since.
Mascoma Wealth Management's iShares Core S&P US Value ETF position peaked at $1.66M in Q1 2022.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.