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Mogy Joel R Investment Counsel’s iShares Core S&P US Value ETF IUSV Stock Holding History

Mogy Joel R Investment Counsel’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 		$41.3K Hold
375
– – ﹤0.01% 117
2026
Q1 		$38.3K Hold
375
– – ﹤0.01% 111
2025
Q4 		$38.5K Hold
375
– – ﹤0.01% 113
2025
Q3 		$37.5K Hold
375
– – ﹤0.01% 114
2025
Q2 		$35.5K Hold
375
– – ﹤0.01% 114
2025
Q1 		$34.6K Hold
375
– – ﹤0.01% 104
2024
Q4 		$34.7K Buy
375
+276
+279% +$26.5K ﹤0.01% 109
2024
Q3 		$9.45K Hold
99
– – ﹤0.01% 112
2024
Q2 		$8.72K Hold
99
– – ﹤0.01% 106
2024
Q1 		$8.95K Buy
+99
New +$8.52K ﹤0.01% 120

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

Mogy Joel R Investment Counsel's IUSV Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 375 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #117.

Mogy Joel R Investment Counsel first reported a position in IUSV in Q1 2024 and has held it in 10 quarters since. 519 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Mogy Joel R Investment Counsel held 375 shares of iShares Core S&P US Value ETF worth $41.3K as of Q2 2026.
  • Mogy Joel R Investment Counsel left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #117 holding.
  • Mogy Joel R Investment Counsel first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 519 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.