Mechanics Financial Corp’s iShares Core S&P US Value ETF IUSV Stock Holding History

Mechanics Financial Corp’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	$32.4K	Hold	317	–	–	0.01%	185
2025 Q4	$32.5K	Hold	317	–	–	0.01%	188
2025 Q3	$31.7K	Sell	317 -50	-14%	-$4.87K	0.01%	193
2025 Q2	$34.7K	Hold	367	–	–	0.01%	189
2025 Q1	$33.9K	Sell	367 -80	-18%	-$7.51K	0.02%	191
2024 Q4	$41.4K	Hold	447	–	–	0.02%	174
2024 Q3	$42.7K	Hold	447	–	–	0.02%	167
2024 Q2	$39.4K	Hold	447	–	–	0.02%	164
2024 Q1	$40.4K	Hold	447	–	–	0.02%	159
2023 Q4	$37.7K	Hold	447	–	–	0.02%	154
2023 Q3	$33.4K	Hold	447	–	–	0.02%	154
2023 Q2	$35K	Hold	447	–	–	0.02%	156
2023 Q1	$33K	Hold	447	–	–	0.02%	155
2022 Q4	$32K	Hold	447	–	–	0.02%	157
2022 Q3	$28K	Hold	447	–	–	0.02%	161
2022 Q2	$30K	Hold	447	–	–	0.02%	159
2022 Q1	$34K	Hold	447	–	–	0.02%	159
2021 Q4	$34K	Buy	+447	New	+$33.2K	0.02%	158

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mechanics Financial Corp's IUSV Position: Q1 2026 in Review

Mechanics Financial Corp held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 317 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #185.

Mechanics Financial Corp first reported a position in IUSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $42.7K in Q3 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Mechanics Financial Corp held 317 shares of iShares Core S&P US Value ETF worth $32.4K as of Q1 2026.
Mechanics Financial Corp left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
iShares Core S&P US Value ETF made up 0.01% of Mechanics Financial Corp's portfolio in Q1 2026, its #185 holding.
Mechanics Financial Corp first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's iShares Core S&P US Value ETF position peaked at $42.7K in Q3 2024.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.