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

MONECO 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
Q1 		$851K Sell
8,324
-472
-5% -$49.5K 0.07% 233
2025
Q4 		$902K Sell
8,796
-229
-3% -$23.2K 0.07% 224
2025
Q3 		$902K Buy
9,025
+1,999
+28% +$195K 0.08% 218
2025
Q2 		$665K Sell
7,026
-48
-0.7% -$4.33K 0.06% 242
2025
Q1 		$653K Buy
7,074
+14
+0.2% +$1.31K 0.07% 231
2024
Q4 		$654K Buy
+7,060
New +$679K 0.07% 233

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

MONECO Advisors's IUSV Position: Q1 2026 in Review

MONECO Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.4% in Q1 2026, selling an estimated $49.5K and leaving 8,324 shares worth $851K. The position accounts for 0.07% of the portfolio, ranked #233.

MONECO Advisors first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $902K in Q3 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • MONECO Advisors held 8,324 shares of iShares Core S&P US Value ETF worth $851K as of Q1 2026.
  • MONECO Advisors sold 472 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $49.5K.
  • iShares Core S&P US Value ETF made up 0.07% of MONECO Advisors's portfolio in Q1 2026, its #233 holding.
  • MONECO Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
  • MONECO Advisors's iShares Core S&P US Value ETF position peaked at $902K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.