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IUSV icon

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
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

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

MOTCO's IUSV Position: Q1 2026 in Review

MOTCO reduced its iShares Core S&P US Value ETF (IUSV) stake by 44% in Q1 2026, selling an estimated $13.2K and leaving 159 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

MOTCO first reported a position in IUSV in Q4 2025 and has held it in 2 quarters since. The position peaked at $29.2K in Q4 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • MOTCO held 159 shares of iShares Core S&P US Value ETF worth $16.3K as of Q1 2026.
  • MOTCO sold 126 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $13.2K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #421 holding.
  • MOTCO first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 2 quarters since.
  • MOTCO's iShares Core S&P US Value ETF position peaked at $29.2K in Q4 2025.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.