MMBG Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

MMBG Investment Advisors’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	$432K	Hold	3,919	–	–	0.03%	143
2026 Q1	$401K	Hold	3,919	–	–	0.04%	142
2025 Q4	$402K	Hold	3,919	–	–	0.03%	144
2025 Q3	$392K	Hold	3,919	–	–	0.03%	150
2025 Q2	$371K	Hold	3,919	–	–	0.04%	148
2025 Q1	$362K	Hold	3,919	–	–	0.04%	140
2024 Q4	$363K	Hold	3,919	–	–	0.04%	138
2024 Q3	$374K	Hold	3,919	–	–	0.04%	137
2024 Q2	$345K	Hold	3,919	–	–	0.04%	128
2024 Q1	$354K	Hold	3,919	–	–	0.04%	132
2023 Q4	$331K	Hold	3,919	–	–	0.04%	137
2023 Q3	$292K	Hold	3,919	–	–	0.04%	140
2023 Q2	$302K	Hold	3,919	–	–	0.04%	140
2023 Q1	$289K	Hold	3,919	–	–	0.04%	144
2022 Q4	$277K	Hold	3,919	–	–	0.04%	145
2022 Q3	$245K	Hold	3,919	–	–	0.03%	145
2022 Q2	$262K	Hold	3,919	–	–	0.03%	144
2022 Q1	$297K	Hold	3,919	–	–	0.03%	143
2021 Q4	$299K	Buy	+3,919	New	+$291K	0.03%	147

Other funds holding IUSV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MMBG Investment Advisors's IUSV Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 3,919 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #143.

MMBG Investment Advisors first reported a position in IUSV in Q4 2021 and has held it in 19 quarters since. 610 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

MMBG Investment Advisors held 3,919 shares of iShares Core S&P US Value ETF worth $432K as of Q2 2026.
MMBG Investment Advisors left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.03% of MMBG Investment Advisors's portfolio in Q2 2026, its #143 holding.
MMBG Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 19 quarters since.
610 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.