Mullaney, Keating & Wright’s iShares Core S&P US Value ETF IUSV Stock Holding History

Mullaney, Keating & Wright’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	$324K	Buy	2,942 +9	+0.3%	+$974	0.16%	57
2026 Q1	$300K	Buy	2,933 +8	+0.3%	+$839	0.16%	56
2025 Q4	$300K	Buy	2,925 +11	+0.4%	+$1.11K	0.16%	54
2025 Q3	$291K	Buy	2,914 +10	+0.3%	+$973	0.16%	51
2025 Q2	$275K	Buy	2,904 +9	+0.3%	+$812	0.18%	50
2025 Q1	$267K	Buy	2,895 +8	+0.3%	+$751	0.18%	48
2024 Q4	$267K	Sell	2,887 -1,987	-41%	-$191K	0.18%	51
2024 Q3	$465K	Buy	4,874 +13	+0.3%	+$1.2K	0.32%	35
2024 Q2	$428K	Buy	+4,861	New	+$428K	0.33%	34

Other funds holding IUSV

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return