Melone Private Wealth
IUSV icon

Melone Private Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Melone Private Wealth’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 		$421K Buy
3,817
+9
+0.2% +$1.02K 0.17% 48
2026
Q2 		$419K Buy
3,808
+8
+0.2% +$866 0.16% 49
2026
Q1 		$389K Buy
3,800
+8
+0.2% +$839 0.16% 51
2025
Q4 		$389K Sell
3,792
-13
-0.3% -$1.32K 0.16% 51
2025
Q3 		$380K Sell
3,805
-562
-13% -$54.7K 0.17% 48
2025
Q2 		$411K Sell
4,367
-232
-5% -$20.9K 0.21% 44
2025
Q1 		$424K Sell
4,599
-101
-2% -$9.48K 0.22% 43
2024
Q4 		$435K Buy
4,700
+8
+0.2% +$769 0.23% 44
2024
Q3 		$448K Sell
4,692
-85
-2% -$7.82K 0.24% 43
2024
Q2 		$421K Sell
4,777
-72
-1% -$6.35K 0.25% 43
2024
Q1 		$439K Sell
4,849
-85
-2% -$7.32K 0.26% 43
2023
Q4 		$416K Sell
4,934
-252
-5% -$19.6K 0.26% 41
2023
Q3 		$387K Hold
5,186
– – 0.28% 47
2023
Q2 		$406K Buy
5,186
+4
+0.1% +$299 0.29% 46
2023
Q1 		$379K Buy
5,182
+7
+0.1% +$516 0.29% 45
2022
Q4 		$366K Sell
5,175
-832
-14% -$57.9K 0.31% 46
2022
Q3 		$392K Buy
6,007
+8
+0.1% +$552 0.34% 49
2022
Q2 		$406K Buy
5,999
+17
+0.3% +$1.22K 0.34% 49
2022
Q1 		$444K Sell
5,982
-566
-9% -$42.4K 0.36% 49
2021
Q4 		$500K Buy
+6,548
New +$486K 0.38% 51

Other funds holding IUSV

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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
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
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Melone Private Wealth's IUSV Position: Q3 2026 in Review

Melone Private Wealth increased its iShares Core S&P US Value ETF (IUSV) stake by 0.24% in Q3 2026, buying an estimated $1.02K and bringing the position to 3,817 shares worth $421K. The position accounts for 0.17% of the portfolio, ranked #48.

Melone Private Wealth first reported a position in IUSV in Q4 2021 and has held it in 20 quarters since. The position peaked at $500K in Q4 2021. 355 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Melone Private Wealth held 3,817 shares of iShares Core S&P US Value ETF worth $421K as of Q3 2026.
  • Melone Private Wealth bought 9 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $1.02K.
  • iShares Core S&P US Value ETF made up 0.17% of Melone Private Wealth's portfolio in Q3 2026, its #48 holding.
  • Melone Private Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Melone Private Wealth's iShares Core S&P US Value ETF position peaked at $500K in Q4 2021.
  • 355 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.