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IUSV icon

MATAURO’s iShares Core S&P US Value ETF IUSV Stock Holding History

MATAURO’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 		$2.46M Sell
22,319
-353
-2% -$38.2K 0.33% 44
2026
Q1 		$2.32M Sell
22,672
-1,596
-7% -$167K 0.34% 40
2025
Q4 		$2.49M Buy
24,268
+340
+1% +$34.5K 0.37% 43
2025
Q3 		$2.39M Buy
23,928
+424
+2% +$41.3K 0.38% 42
2025
Q2 		$2.22M Sell
23,504
-1,255
-5% -$113K 0.42% 35
2025
Q1 		$2.29M Buy
24,759
+1,061
+4% +$99.6K 0.46% 31
2024
Q4 		$2.19M Buy
+23,698
New +$2.28M 0.48% 32

Other funds holding IUSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

MATAURO's IUSV Position: Q2 2026 in Review

MATAURO reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.6% in Q2 2026, selling an estimated $38.2K and leaving 22,319 shares worth $2.46M. The position accounts for 0.33% of the portfolio, ranked #44.

MATAURO first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q4 2025. 431 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • MATAURO held 22,319 shares of iShares Core S&P US Value ETF worth $2.46M as of Q2 2026.
  • MATAURO sold 353 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $38.2K.
  • iShares Core S&P US Value ETF made up 0.33% of MATAURO's portfolio in Q2 2026, its #44 holding.
  • MATAURO first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • MATAURO's iShares Core S&P US Value ETF position peaked at $2.49M in Q4 2025.
  • 431 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on MATAURO's 13F filing for Q2 2026, filed 21 Jul 2026.