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McGlone Suttner Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

McGlone Suttner Wealth Management’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 		$73.2M Buy
664,617
+11,315
+2% +$1.22M 8.59% 2
2026
Q1 		$66.8M Buy
653,302
+9,428
+1% +$989K 8.85% 2
2025
Q4 		$66M Buy
643,874
+18,727
+3% +$1.9M 8.88% 2
2025
Q3 		$62.5M Buy
625,147
+11,659
+2% +$1.13M 8.74% 2
2025
Q2 		$58.1M Buy
613,488
+19,390
+3% +$1.75M 8.77% 2
2025
Q1 		$54.8M Buy
594,098
+13,675
+2% +$1.28M 9% 2
2024
Q4 		$53.7M Buy
580,423
+137,695
+31% +$13.2M 8.97% 2
2024
Q3 		$42.3M Sell
442,728
-97,408
-18% -$8.96M 8.79% 2
2024
Q2 		$45.5M Sell
540,136
-3,490
-0.6% -$308K 9.36% 2
2024
Q1 		$49.2M Buy
543,626
+3,490
+0.6% +$300K 9.22% 2
2023
Q4 		$45.5M Buy
540,136
+6,285
+1% +$489K 9% 2
2023
Q3 		$39.8M Buy
533,851
+25,787
+5% +$2.02M 9.23% 2
2023
Q2 		$39.8M Buy
508,064
+39,753
+8% +$2.97M 9.08% 2
2023
Q1 		$34.6M Buy
468,311
+97,299
+26% +$7.17M 8.88% 2
2022
Q4 		$26.2M Buy
+371,012
New +$25.8M 8.31% 2

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

McGlone Suttner Wealth Management's IUSV Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.7% in Q2 2026, buying an estimated $1.22M and bringing the position to 664,617 shares worth $73.2M. The position accounts for 8.59% of the portfolio, ranked #2.

McGlone Suttner Wealth Management first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. 813 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • McGlone Suttner Wealth Management held 664,617 shares of iShares Core S&P US Value ETF worth $73.2M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 11,315 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.22M.
  • iShares Core S&P US Value ETF made up 8.59% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #2 holding.
  • McGlone Suttner Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 813 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.