MCF Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

MCF Advisors’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	$445K	Buy	4,041 +2,033	+101%	+$220K	0.02%	306
2026 Q1	$205K	Hold	2,008	–	–	0.01%	391
2025 Q4	$206K	Hold	2,008	–	–	0.01%	305
2025 Q3	$201K	Hold	2,008	–	–	0.01%	246
2025 Q2	$190K	Hold	2,008	–	–	0.01%	240
2025 Q1	$185K	Hold	2,008	–	–	0.01%	234
2024 Q4	$186K	Hold	2,008	–	–	0.01%	240
2024 Q3	$192K	Hold	2,008	–	–	0.01%	237
2024 Q2	$177K	Hold	2,008	–	–	0.01%	241
2024 Q1	$182K	Hold	2,008	–	–	0.01%	241
2023 Q4	$169K	Hold	2,008	–	–	0.01%	240
2023 Q3	$151K	Hold	2,008	–	–	0.01%	244
2023 Q2	$157K	Hold	2,008	–	–	0.01%	240
2023 Q1	$148K	Hold	2,008	–	–	0.01%	240
2022 Q4	$142K	Hold	2,008	–	–	0.01%	240
2022 Q3	$126K	Sell	2,008 -938	-32%	-$64.8K	0.01%	239
2022 Q2	$197K	Hold	2,946	–	–	0.02%	189
2022 Q1	$224K	Buy	+2,946	New	+$221K	0.02%	180
2021 Q4	–	Sell	-2,496	Closed	-$177K	–	361
2021 Q3	$177K	Buy	2,496 +488	+24%	+$35.4K	0.02%	194
2021 Q2	$144K	Hold	2,008	–	–	0.01%	201
2021 Q1	$138K	Hold	2,008	–	–	0.02%	191
2020 Q4	$125K	Hold	2,008	–	–	0.01%	173
2020 Q3	$109K	Hold	2,008	–	–	0.01%	186
2020 Q2	$105K	Hold	2,008	–	–	0.01%	178
2020 Q1	$93K	Hold	2,008	–	–	0.02%	192
2019 Q4	$127K	Hold	2,008	–	–	0.02%	181
2019 Q3	$116K	Sell	2,008 -3,007	-60%	-$171K	0.02%	174
2019 Q2	$284K	Sell	5,015 -120	-2%	-$6.68K	0.05%	119
2019 Q1	$282K	Hold	5,135	–	–	0.05%	114
2018 Q4	$252K	Hold	5,135	–	–	0.05%	113
2018 Q3	$290K	Buy	5,135 +2,892	+129%	+$162K	0.05%	98
2018 Q2	$120K	Hold	2,243	–	–	0.02%	154
2018 Q1	$119K	Hold	2,243	–	–	0.02%	152
2017 Q4	$124K	Sell	2,243 -160	-7%	-$8.6K	0.02%	156
2017 Q3	$126K	Hold	2,403	–	–	0.02%	151
2017 Q2	$122K	Sell	2,403 -114	-5%	-$5.76K	0.02%	146
2017 Q1	$127K	Hold	2,517	–	–	0.03%	145
2016 Q4	$124K	Hold	2,517	–	–	0.03%	133
2016 Q3	$116K	Hold	2,517	–	–	0.03%	134
2016 Q2	$113K	Sell	2,517 -537	-18%	-$23.5K	0.03%	143
2016 Q1	$131K	Hold	3,054	–	–	0.03%	118
2015 Q4	$130K	Hold	3,054	–	–	0.04%	117
2015 Q3	$124K	Hold	3,054	–	–	0.03%	123
2015 Q2	$137K	Hold	3,054	–	–	0.03%	118
2015 Q1	$137K	Sell	3,054 -1,566	-34%	-$70.6K	0.03%	119
2014 Q4	$210K	Buy	+4,620	New	+$205K	0.06%	84

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

MCF Advisors's IUSV Position: Q2 2026 in Review

MCF Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 101% in Q2 2026, buying an estimated $220K and bringing the position to 4,041 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #306.

MCF Advisors first reported a position in IUSV in Q4 2014 and has held it in 46 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

MCF Advisors held 4,041 shares of iShares Core S&P US Value ETF worth $445K as of Q2 2026.
MCF Advisors bought 2,033 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $220K.
iShares Core S&P US Value ETF made up 0.02% of MCF Advisors's portfolio in Q2 2026, its #306 holding.
MCF Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2014 and has held it in 46 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.