MOS
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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
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% -$2.31K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

MGO One Seven's IUSV Position: Q2 2026 in Review

MGO One Seven reduced its iShares Core S&P US Value ETF (IUSV) stake by 6.9% in Q2 2026, selling an estimated $127K and leaving 15,736 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #537.

MGO One Seven first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.83M in Q1 2025. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • MGO One Seven held 15,736 shares of iShares Core S&P US Value ETF worth $1.73M as of Q2 2026.
  • MGO One Seven sold 1,174 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $127K.
  • iShares Core S&P US Value ETF made up 0.03% of MGO One Seven's portfolio in Q2 2026, its #537 holding.
  • MGO One Seven first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
  • MGO One Seven's iShares Core S&P US Value ETF position peaked at $3.83M in Q1 2025.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.