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

MOTCO’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
Q3 		$17.5K Hold
159
– – ﹤0.01% 444
2026
Q2 		$17.5K Hold
159
– – ﹤0.01% 400
2026
Q1 		$16.3K Sell
159
-126
-44% -$13.2K ﹤0.01% 421
2025
Q4 		$29.2K Buy
+285
New +$28.9K ﹤0.01% 375

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

MOTCO's IUSV Position: Q3 2026 in Review

MOTCO held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 159 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

MOTCO first reported a position in IUSV in Q4 2025 and has held it in 4 quarters since. The position peaked at $29.2K in Q4 2025. 572 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • MOTCO held 159 shares of iShares Core S&P US Value ETF worth $17.5K as of Q3 2026.
  • MOTCO left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #444 holding.
  • MOTCO first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 4 quarters since.
  • MOTCO's iShares Core S&P US Value ETF position peaked at $29.2K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.