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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
Q3 		$531K Hold
4,811
– – 0.1% 60
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% -$9.6K 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

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Mascoma Wealth Management's IUSV Position: Q3 2026 in Review

Mascoma Wealth Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 4,811 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #60.

Mascoma Wealth Management first reported a position in IUSV in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.66M in Q1 2022. 248 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Mascoma Wealth Management held 4,811 shares of iShares Core S&P US Value ETF worth $531K as of Q3 2026.
  • Mascoma Wealth Management left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Value ETF made up 0.1% of Mascoma Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Mascoma Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2019 and has held it in 25 quarters since.
  • Mascoma Wealth Management's iShares Core S&P US Value ETF position peaked at $1.66M in Q1 2022.
  • 248 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.