Mason Investment Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Mason Investment Advisory Services’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	$268K	Hold	2,620	–	–	0.01%	65
2025 Q4	$269K	Buy	2,620 +1	+0%	+$101	0.01%	69
2025 Q3	$262K	Buy	2,619 +1	+0%	+$97	0.01%	70
2025 Q2	$248K	Sell	2,618 -99	-4%	-$8.94K	0.01%	70
2025 Q1	$251K	Hold	2,717	–	–	0.02%	69
2024 Q4	$252K	Buy	2,717 +1	+0%	+$96	0.01%	64
2024 Q3	$259K	Sell	2,716 -1,112	-29%	-$102K	0.02%	62
2024 Q2	$337K	Buy	3,828 +104	+3%	+$9.17K	0.02%	56
2024 Q1	$337K	Hold	3,724	–	–	0.02%	51
2023 Q4	$314K	Hold	3,724	–	–	0.02%	53
2023 Q3	$278K	Hold	3,724	–	–	0.03%	57
2023 Q2	$291K	Hold	3,724	–	–	0.03%	50
2023 Q1	$275K	Sell	3,724 -218	-6%	-$16.1K	0.03%	48
2022 Q4	$278K	Buy	3,942 +218	+6%	+$15.2K	0.03%	69
2022 Q3	$233K	Hold	3,724	–	–	0.03%	77
2022 Q2	$249K	Hold	3,724	–	–	0.03%	76
2022 Q1	$283K	Sell	3,724 -175	-4%	-$13.1K	0.02%	85
2021 Q4	$298K	Hold	3,899	–	–	0.02%	86
2021 Q3	$276K	Hold	3,899	–	–	0.03%	85
2021 Q2	$281K	Buy	+3,899	New	+$280K	0.03%	84

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Mason Investment Advisory Services's IUSV Position: Q1 2026 in Review

Mason Investment Advisory Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,620 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #65.

Mason Investment Advisory Services first reported a position in IUSV in Q2 2021 and has held it in 20 quarters since. The position peaked at $337K in Q2 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Mason Investment Advisory Services held 2,620 shares of iShares Core S&P US Value ETF worth $268K as of Q1 2026.
Mason Investment Advisory Services left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
iShares Core S&P US Value ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q1 2026, its #65 holding.
Mason Investment Advisory Services first reported a position in iShares Core S&P US Value ETF in Q2 2021 and has held it in 20 quarters since.
Mason Investment Advisory Services's iShares Core S&P US Value ETF position peaked at $337K in Q2 2024.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.