MGO One Seven
IUSV icon

MGO One Seven’s iShares Core S&P US Value ETF IUSV Stock Holding History

MGO One Seven’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 		$1.61M Sell
14,601
-1,135
-7% -$128K 0.03% 561
2026
Q2 		$1.73M Sell
15,736
-1,174
-7% -$127K 0.03% 537
2026
Q1 		$1.73M Buy
16,910
+2,348
+16% +$246K 0.03% 493
2025
Q4 		$1.49M Buy
14,562
+11,282
+344% +$1.14M 0.03% 527
2025
Q3 		$328K Sell
3,280
-17,971
-85% -$1.75M 0.01% 991
2025
Q2 		$2.01M Sell
21,251
-20,222
-49% -$1.83M 0.06% 325
2025
Q1 		$3.83M Buy
41,473
+2,576
+7% +$242K 0.15% 149
2024
Q4 		$3.6M Buy
38,897
+1,909
+5% +$184K 0.14% 169
2024
Q3 		$3.53M Buy
36,988
+2,023
+6% +$186K 0.15% 150
2024
Q2 		$3.08M Buy
34,965
+1,809
+5% +$159K 0.15% 156
2024
Q1 		$3M Buy
33,156
+7,041
+27% +$606K 0.16% 155
2023
Q4 		$2.2M Buy
26,115
+5,593
+27% +$436K 0.13% 188
2023
Q3 		$1.53M Buy
20,522
+16,860
+460% +$1.32M 0.12% 198
2023
Q2 		$287K Sell
3,662
-31
-0.8% -$2.32K 0.03% 608
2023
Q1 		$272K Buy
3,693
+215
+6% +$15.8K 0.02% 703
2022
Q4 		$246K Buy
+3,478
New +$242K 0.02% 616

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

MGO One Seven's IUSV Position: Q3 2026 in Review

MGO One Seven reduced its iShares Core S&P US Value ETF (IUSV) stake by 7.2% in Q3 2026, selling an estimated $128K and leaving 14,601 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #561.

MGO One Seven first reported a position in IUSV in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.83M in Q1 2025. 341 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • MGO One Seven held 14,601 shares of iShares Core S&P US Value ETF worth $1.61M as of Q3 2026.
  • MGO One Seven sold 1,135 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $128K.
  • iShares Core S&P US Value ETF made up 0.03% of MGO One Seven's portfolio in Q3 2026, its #561 holding.
  • MGO One Seven first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 16 quarters since.
  • MGO One Seven's iShares Core S&P US Value ETF position peaked at $3.83M in Q1 2025.
  • 341 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.