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Monument Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Monument Capital 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 		$555K Buy
+5,036
New +$545K 0.11% 154
2024
Q2 		– Sell
-36,916
Closed -$3.34M – 189
2024
Q1 		$3.34M Sell
36,916
-69,309
-65% -$5.97M 0.96% 32
2023
Q4 		$8.96M Sell
106,225
-62,655
-37% -$4.88M 2.88% 5
2023
Q3 		$12.6M Buy
168,880
+52,599
+45% +$4.13M 4.23% 3
2023
Q2 		$9.1M Buy
+116,281
New +$8.68M 2.9% 6

Other funds holding IUSV

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
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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Monument Capital Management's IUSV Position: Q2 2026 in Review

Monument Capital Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 5,036 shares worth $555K. The stake represents 0.11% of the portfolio and ranks #154 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in IUSV as recently as Q1 2024.

Monument Capital Management first reported a position in IUSV in Q2 2023 and has held it in 5 quarters since. The position peaked at $12.6M in Q3 2023. 368 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Monument Capital Management held 5,036 shares of iShares Core S&P US Value ETF worth $555K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Monument Capital Management position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.11% of Monument Capital Management's portfolio in Q2 2026, its #154 holding.
  • Monument Capital Management first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 5 quarters since.
  • Monument Capital Management's iShares Core S&P US Value ETF position peaked at $12.6M in Q3 2023.
  • 368 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.