Mather Group
IUSV icon

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
Q3 		$120K Buy
1,091
+426
+64% +$48.2K ﹤0.01% 912
2026
Q2 		$73.2K 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

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
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
PCA Investment Advisory Services
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Mather Group's IUSV Position: Q3 2026 in Review

Mather Group increased its iShares Core S&P US Value ETF (IUSV) stake by 64% in Q3 2026, buying an estimated $48.2K and bringing the position to 1,091 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Mather Group first reported a position in IUSV in Q1 2024 and has held it in 9 quarters since. 224 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Mather Group held 1,091 shares of iShares Core S&P US Value ETF worth $120K as of Q3 2026.
  • Mather Group bought 426 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $48.2K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #912 holding.
  • Mather Group first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.