MATAURO
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
Q3 		$2.49M Buy
22,596
+277
+1% +$31.3K 0.31% 50
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% +$100K 0.46% 31
2024
Q4 		$2.19M Buy
+23,698
New +$2.28M 0.48% 32

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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

MATAURO's IUSV Position: Q3 2026 in Review

MATAURO increased its iShares Core S&P US Value ETF (IUSV) stake by 1.2% in Q3 2026, buying an estimated $31.3K and bringing the position to 22,596 shares worth $2.49M. The position accounts for 0.31% of the portfolio, ranked #50.

MATAURO first reported a position in IUSV in Q4 2024 and has held it in 8 quarters since. 411 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • MATAURO held 22,596 shares of iShares Core S&P US Value ETF worth $2.49M as of Q3 2026.
  • MATAURO bought 277 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $31.3K.
  • iShares Core S&P US Value ETF made up 0.31% of MATAURO's portfolio in Q3 2026, its #50 holding.
  • MATAURO first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 411 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on MATAURO's 13F filing for Q3 2026, filed 3 Nov 2026.