McGlone Suttner Wealth Management
IUSV icon

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
Q3 		$74.2M Buy
673,208
+8,591
+1% +$972K 8.62% 2
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
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
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

McGlone Suttner Wealth Management's IUSV Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.3% in Q3 2026, buying an estimated $972K and bringing the position to 673,208 shares worth $74.2M. The position accounts for 8.62% of the portfolio, ranked #2.

McGlone Suttner Wealth Management first reported a position in IUSV in Q4 2022 and has held it in 16 quarters since. 499 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • McGlone Suttner Wealth Management held 673,208 shares of iShares Core S&P US Value ETF worth $74.2M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 8,591 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $972K.
  • iShares Core S&P US Value ETF made up 8.62% of McGlone Suttner Wealth Management's portfolio in Q3 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 16 quarters since.
  • 499 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.