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

Moneta Group 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
Q1 		$979K Sell
9,578
-604
-6% -$63.3K 0.01% 364
2025
Q4 		$1.04M Buy
10,182
+965
+10% +$97.8K 0.01% 351
2025
Q3 		$921K Buy
9,217
+116
+1% +$11.3K 0.01% 370
2025
Q2 		$861K Buy
9,101
+2,682
+42% +$242K 0.01% 331
2025
Q1 		$592K Buy
6,419
+377
+6% +$35.4K 0.01% 377
2024
Q4 		$559K Sell
6,042
-522
-8% -$50.2K 0.01% 389
2024
Q3 		$627K Sell
6,564
-213
-3% -$19.6K 0.01% 361
2024
Q2 		$597K Sell
6,777
-10
-0.1% -$881 0.01% 349
2024
Q1 		$614K Buy
6,787
+146
+2% +$12.6K 0.01% 337
2023
Q4 		$560K Buy
6,641
+94
+1% +$7.32K 0.01% 322
2023
Q3 		$489K Sell
6,547
-2,996
-31% -$235K 0.01% 322
2023
Q2 		$747K Sell
9,543
-93
-1% -$6.95K 0.02% 261
2023
Q1 		$711K Buy
9,636
+146
+2% +$10.8K 0.02% 258
2022
Q4 		$719K Sell
9,490
-556
-6% -$38.7K 0.02% 246
2022
Q3 		$629K Sell
10,046
-779
-7% -$53.8K 0.02% 244
2022
Q2 		$724K Buy
10,825
+979
+10% +$70.3K 0.02% 247
2022
Q1 		$747K Sell
9,846
-1,694
-15% -$127K 0.03% 241
2021
Q4 		$881K Buy
11,540
+5,332
+86% +$395K 0.04% 227
2021
Q3 		$440K Buy
+6,208
New +$451K 0.02% 299
2021
Q2 		– Sell
-5,181
Closed -$357K – 454
2021
Q1 		$357K Buy
+5,181
New +$340K 0.02% 300

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 $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Moneta Group Investment Advisors's IUSV Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.9% in Q1 2026, selling an estimated $63.3K and leaving 9,578 shares worth $979K. The position accounts for 0.01% of the portfolio, ranked #364.

Moneta Group Investment Advisors first reported a position in IUSV in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Moneta Group Investment Advisors held 9,578 shares of iShares Core S&P US Value ETF worth $979K as of Q1 2026.
  • Moneta Group Investment Advisors sold 604 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $63.3K.
  • iShares Core S&P US Value ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #364 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Moneta Group Investment Advisors's iShares Core S&P US Value ETF position peaked at $1.04M in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.