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McIlrath & Eck’s iShares Core S&P US Value ETF IUSV Stock Holding History

McIlrath & Eck’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
Q1 		$452K Buy
4,419
+1,736
+65% +$182K 0.03% 150
2025
Q4 		$275K Buy
2,683
+14
+0.5% +$1.42K 0.03% 122
2025
Q3 		$267K Sell
2,669
-1,743
-40% -$170K 0.03% 120
2025
Q2 		$418K Buy
4,412
+1,020
+30% +$92.1K 0.05% 88
2025
Q1 		$313K Buy
3,392
+1,651
+95% +$155K 0.04% 102
2024
Q4 		$161K Buy
1,741
+10
+0.6% +$962 0.02% 135
2024
Q3 		$165K Buy
1,731
+11
+0.6% +$1.01K 0.02% 138
2024
Q2 		$152K Buy
1,720
+8
+0.5% +$705 0.02% 134
2024
Q1 		$155K Buy
1,712
+9
+0.5% +$775 0.02% 131
2023
Q4 		$144K Sell
1,703
-3,938
-70% -$307K 0.03% 133
2023
Q3 		$421K Buy
5,641
+3,857
+216% +$303K 0.08% 73
2023
Q2 		$140K Buy
+1,784
New +$133K 0.03% 132

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

McIlrath & Eck's IUSV Position: Q1 2026 in Review

McIlrath & Eck increased its iShares Core S&P US Value ETF (IUSV) stake by 65% in Q1 2026, buying an estimated $182K and bringing the position to 4,419 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #150.

McIlrath & Eck first reported a position in IUSV in Q2 2023 and has held it in 12 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • McIlrath & Eck held 4,419 shares of iShares Core S&P US Value ETF worth $452K as of Q1 2026.
  • McIlrath & Eck bought 1,736 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $182K.
  • iShares Core S&P US Value ETF made up 0.03% of McIlrath & Eck's portfolio in Q1 2026, its #150 holding.
  • McIlrath & Eck first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.