MIM
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MTM Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

MTM Investment 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 		$4.41K Hold
40
– – ﹤0.01% 599
2026
Q1 		$4.09K Hold
40
– – ﹤0.01% 600
2025
Q4 		$4.1K Hold
40
– – ﹤0.01% 601
2025
Q3 		$4K Hold
40
– – ﹤0.01% 615
2025
Q2 		$3.79K Hold
40
– – ﹤0.01% 629
2025
Q1 		$3.69K Hold
40
– – ﹤0.01% 274
2024
Q4 		$3.7K Hold
40
– – ﹤0.01% 262
2024
Q3 		$3.81K Hold
40
– – ﹤0.01% 265
2024
Q2 		$3.52K Hold
40
– – ﹤0.01% 259
2024
Q1 		$3.62K Hold
40
– – ﹤0.01% 275
2023
Q4 		$3.37K Hold
40
– – ﹤0.01% 252
2023
Q3 		$2.98K Hold
40
– – ﹤0.01% 246
2023
Q2 		$3.13K Hold
40
– – ﹤0.01% 256
2023
Q1 		$2.95K Sell
40
-38
-49% -$2.8K ﹤0.01% 257
2022
Q4 		$5.51K Hold
78
– – ﹤0.01% 253
2022
Q3 		$5K Hold
78
– – ﹤0.01% 246
2022
Q2 		$5K Hold
78
– – ﹤0.01% 256
2022
Q1 		$6K Hold
78
– – ﹤0.01% 268
2021
Q4 		$6K Hold
78
– – ﹤0.01% 274
2021
Q3 		$6K Hold
78
– – ﹤0.01% 253
2021
Q2 		$6K Sell
78
-53
-40% -$3.81K ﹤0.01% 246
2021
Q1 		$9K Buy
+131
New +$8.6K 0.01% 234

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

MTM Investment Management's IUSV Position: Q2 2026 in Review

MTM Investment Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 40 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

MTM Investment Management first reported a position in IUSV in Q1 2021 and has held it in 22 quarters since. The position peaked at $9K in Q1 2021. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • MTM Investment Management held 40 shares of iShares Core S&P US Value ETF worth $4.41K as of Q2 2026.
  • MTM Investment Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #599 holding.
  • MTM Investment Management first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 22 quarters since.
  • MTM Investment Management's iShares Core S&P US Value ETF position peaked at $9K in Q1 2021.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.