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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Mullaney, Keating & Wright's IUSV Position: Q2 2026 in Review

Mullaney, Keating & Wright increased its iShares Core S&P US Value ETF (IUSV) stake by 0.31% in Q2 2026, buying an estimated $974 and bringing the position to 2,942 shares worth $324K. The position accounts for 0.16% of the portfolio, ranked #57.

Mullaney, Keating & Wright first reported a position in IUSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $465K in Q3 2024. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Mullaney, Keating & Wright held 2,942 shares of iShares Core S&P US Value ETF worth $324K as of Q2 2026.
Mullaney, Keating & Wright bought 9 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $974.
iShares Core S&P US Value ETF made up 0.16% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #57 holding.
Mullaney, Keating & Wright first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 9 quarters since.
Mullaney, Keating & Wright's iShares Core S&P US Value ETF position peaked at $465K in Q3 2024.
809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.