Moisand Fitzgerald Tamayo’s iShares Core S&P US Value ETF IUSV Stock Holding History

Moisand Fitzgerald Tamayo’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	$55.6K	Hold	505	–	–	0.01%	198
2026 Q1	$51.6K	Hold	505	–	–	0.01%	195
2025 Q4	$51.8K	Hold	505	–	–	0.01%	195
2025 Q3	$50.5K	Hold	505	–	–	0.01%	197
2025 Q2	$47.8K	Hold	505	–	–	0.01%	198
2025 Q1	$46.6K	Hold	505	–	–	0.01%	195
2024 Q4	$46.8K	Hold	505	–	–	0.01%	196
2024 Q3	$48.2K	Buy	+505	New	+$46.4K	0.01%	199
2021 Q1	–	Sell	-188	Closed	-$12K	–	376
2020 Q4	$12K	Hold	188	–	–	0.01%	194
2020 Q3	$10K	Buy	+188	New	+$10.3K	0.01%	191
2016 Q2	–	Sell	-66	Closed	-$3K	–	118
2016 Q1	$3K	Hold	66	–	–	﹤0.01%	192
2015 Q4	$3K	Buy	+66	New	+$2.85K	﹤0.01%	183

Other funds holding IUSV

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IUSV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 505 shares worth $55.6K. The position accounts for 0.01% of the portfolio, ranked #198.

Moisand Fitzgerald Tamayo first reported a position in IUSV in Q4 2015 and has held it in 12 quarters since. 221 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Moisand Fitzgerald Tamayo held 505 shares of iShares Core S&P US Value ETF worth $55.6K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #198 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares Core S&P US Value ETF in Q4 2015 and has held it in 12 quarters since.
221 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.