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

McAdam LLC’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 		– Sell
-3,415
Closed -$349K – 528
2026
Q1 		$349K Sell
3,415
-22
-0.6% -$2.31K 0.02% 313
2025
Q4 		$352K Buy
3,437
+80
+2% +$8.11K 0.02% 299
2025
Q3 		$336K Buy
3,357
+1,208
+56% +$118K 0.02% 284
2025
Q2 		$203K Sell
2,149
-19
-0.9% -$1.72K 0.01% 364
2025
Q1 		$200K Sell
2,168
-147
-6% -$13.8K 0.01% 329
2024
Q4 		$214K Buy
2,315
+30
+1% +$2.88K 0.01% 330
2024
Q3 		$218K Sell
2,285
-151
-6% -$13.9K 0.01% 304
2024
Q2 		$215K Buy
2,436
+70
+3% +$6.17K 0.01% 288
2024
Q1 		$214K Buy
+2,366
New +$204K 0.01% 279
2018
Q4 		– Sell
-102
Closed -$6K – 328
2018
Q3 		$6K Hold
102
– – ﹤0.01% 391
2018
Q2 		$5K Hold
102
– – ﹤0.01% 395
2018
Q1 		$5K Buy
+102
New +$5.65K ﹤0.01% 406

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
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

McAdam LLC's IUSV Position: Q2 2026 in Review

McAdam LLC sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 3,415 shares — an estimated $349K sold.

McAdam LLC first reported a position in IUSV in Q1 2018 and held it in 12 quarters. The position peaked at $352K in Q4 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • McAdam LLC reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • McAdam LLC sold 3,415 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $349K.
  • McAdam LLC first reported a position in iShares Core S&P US Value ETF in Q1 2018 and held it in 12 quarters.
  • McAdam LLC's iShares Core S&P US Value ETF position peaked at $352K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.