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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
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

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Melone Private Wealth's IUSV Position: Q2 2026 in Review

Melone Private Wealth increased its iShares Core S&P US Value ETF (IUSV) stake by 0.21% in Q2 2026, buying an estimated $866 and bringing the position to 3,808 shares worth $419K. The position accounts for 0.16% of the portfolio, ranked #49.

Melone Private Wealth first reported a position in IUSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $500K in Q4 2021. 371 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Melone Private Wealth held 3,808 shares of iShares Core S&P US Value ETF worth $419K as of Q2 2026.
  • Melone Private Wealth bought 8 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $866.
  • iShares Core S&P US Value ETF made up 0.16% of Melone Private Wealth's portfolio in Q2 2026, its #49 holding.
  • Melone Private Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Melone Private Wealth's iShares Core S&P US Value ETF position peaked at $500K in Q4 2021.
  • 371 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.