McAdam LLC
IUSV icon

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
Q3 		$249K Buy
+2,259
New +$255K 0.01% 435
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

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Blue Trust Inc
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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
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 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

McAdam LLC's IUSV Position: Q3 2026 in Review

McAdam LLC opened a new position in iShares Core S&P US Value ETF (IUSV) in Q3 2026: 2,259 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: McAdam LLC previously reported a position in IUSV as recently as Q1 2026.

McAdam LLC first reported a position in IUSV in Q1 2018 and has held it in 13 quarters since. The position peaked at $352K in Q4 2025. 248 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • McAdam LLC held 2,259 shares of iShares Core S&P US Value ETF worth $249K as of Q3 2026.
  • iShares Core S&P US Value ETF was a new McAdam LLC position in Q3 2026.
  • iShares Core S&P US Value ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #435 holding.
  • McAdam LLC first reported a position in iShares Core S&P US Value ETF in Q1 2018 and has held it in 13 quarters since.
  • McAdam LLC's iShares Core S&P US Value ETF position peaked at $352K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.