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

Mather Group’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	$73.3K	Buy	665 +221	+50%	+$23.9K	﹤0.01%	1013
2026 Q1	$45.4K	Buy	+444	New	+$46.6K	﹤0.01%	1080
2025 Q4	–	Sell	-463	Closed	-$46.3K	–	1145
2025 Q3	$46.3K	Buy	+463	New	+$45.1K	﹤0.01%	917
2025 Q2	–	Sell	-839	Closed	-$77.4K	–	1165
2025 Q1	$77.4K	Buy	839 +200	+31%	+$18.8K	﹤0.01%	813
2024 Q4	$59.2K	Hold	639	–	–	﹤0.01%	836
2024 Q3	$61K	Hold	639	–	–	﹤0.01%	842
2024 Q2	$57.8K	Buy	639 +41	+7%	+$3.61K	﹤0.01%	964
2024 Q1	$50.4K	Buy	+598	New	+$51.5K	﹤0.01%	867

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

Mather Group's IUSV Position: Q2 2026 in Review

Mather Group increased its iShares Core S&P US Value ETF (IUSV) stake by 50% in Q2 2026, buying an estimated $23.9K and bringing the position to 665 shares worth $73.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Mather Group first reported a position in IUSV in Q1 2024 and has held it in 8 quarters since. The position peaked at $77.4K in Q1 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Mather Group held 665 shares of iShares Core S&P US Value ETF worth $73.3K as of Q2 2026.
Mather Group bought 221 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $23.9K.
iShares Core S&P US Value ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1013 holding.
Mather Group first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 8 quarters since.
Mather Group's iShares Core S&P US Value ETF position peaked at $77.4K in Q1 2025.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.