MWM
IUSV icon

Modera Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Modera Wealth Management’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 		$131M Buy
1,192,955
+5,474
+0.5% +$592K 1.4% 16
2026
Q1 		$121M Sell
1,187,481
-6,411
-0.5% -$672K 1.46% 14
2025
Q4 		$122M Sell
1,193,892
-65,665
-5% -$6.66M 1.42% 15
2025
Q3 		$126M Sell
1,259,557
-1,611
-0.1% -$157K 1.46% 15
2025
Q2 		$119M Buy
1,261,168
+247,850
+24% +$22.4M 1.48% 14
2025
Q1 		$93.5M Buy
1,013,318
+26,437
+3% +$2.48M 1.27% 18
2024
Q4 		$91.4M Buy
986,881
+10,642
+1% +$1.02M 1.1% 20
2024
Q3 		$93.2M Buy
976,239
+545
+0.1% +$50.1K 1.19% 19
2024
Q2 		$86M Sell
975,694
-1,911
-0.2% -$168K 1.27% 18
2024
Q1 		$88.4M Sell
977,605
-560
-0.1% -$48.2K 1.35% 18
2023
Q4 		$82.5M Buy
978,165
+76,806
+9% +$5.98M 1.36% 19
2023
Q3 		$67.3M Sell
901,359
-17,541
-2% -$1.38M 1.27% 20
2023
Q2 		$71.9M Buy
918,900
+19,798
+2% +$1.48M 1.31% 20
2023
Q1 		$66.3M Buy
899,102
+718,386
+398% +$52.9M 2.57% 12
2022
Q4 		$12.8M Buy
180,716
+150,042
+489% +$10.4M 0.52% 43
2022
Q3 		$1.92M Buy
30,674
+24,103
+367% +$1.66M 0.1% 89
2022
Q2 		$439K Hold
6,571
– – 0.02% 208
2022
Q1 		$499K Buy
6,571
+417
+7% +$31.3K 0.02% 210
2021
Q4 		$470K Buy
6,154
+850
+16% +$63K 0.02% 294
2021
Q3 		$376K Sell
5,304
-32
-0.6% -$2.32K 0.02% 175
2021
Q2 		$384K Hold
5,336
– – 0.02% 164
2021
Q1 		$368K Hold
5,336
– – 0.02% 161
2020
Q4 		$332K Sell
5,336
-4,302
-45% -$252K 0.03% 168
2020
Q3 		$523K Sell
9,638
-1,300
-12% -$71.1K 0.08% 84
2020
Q2 		$571K Sell
10,938
-1,806
-14% -$92.2K 0.09% 78
2020
Q1 		$589K Buy
+12,744
New +$733K 0.12% 71

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Modera Wealth Management's IUSV Position: Q2 2026 in Review

Modera Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.46% in Q2 2026, buying an estimated $592K and bringing the position to 1,192,955 shares worth $131M. The position accounts for 1.4% of the portfolio, ranked #16.

Modera Wealth Management first reported a position in IUSV in Q1 2020 and has held it in 26 quarters since. 528 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Modera Wealth Management held 1,192,955 shares of iShares Core S&P US Value ETF worth $131M as of Q2 2026.
  • Modera Wealth Management bought 5,474 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $592K.
  • iShares Core S&P US Value ETF made up 1.4% of Modera Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Modera Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.