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

Patten Group’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 		$940K Sell
8,537
-237
-3% -$25.6K 0.15% 162
2026
Q1 		$897K Buy
8,774
+483
+6% +$50.6K 0.16% 150
2025
Q4 		$850K Sell
8,291
-939
-10% -$95.2K 0.16% 150
2025
Q3 		$923K Sell
9,230
-600
-6% -$58.4K 0.18% 140
2025
Q2 		$930K Sell
9,830
-1,279
-12% -$115K 0.2% 138
2025
Q1 		$1.03M Sell
11,109
-645
-5% -$60.5K 0.23% 116
2024
Q4 		$1.09M Sell
11,754
-321
-3% -$30.9K 0.24% 115
2024
Q3 		$1.15M Buy
12,075
+624
+5% +$57.4K 0.26% 113
2024
Q2 		$1.01M Buy
11,451
+647
+6% +$57K 0.24% 112
2024
Q1 		$977K Buy
10,804
+3,732
+53% +$321K 0.24% 114
2023
Q4 		$596K Buy
+7,072
New +$551K 0.16% 148

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

Patten Group's IUSV Position: Q2 2026 in Review

Patten Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.7% in Q2 2026, selling an estimated $25.6K and leaving 8,537 shares worth $940K. The position accounts for 0.15% of the portfolio, ranked #162.

Patten Group first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2024. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Patten Group held 8,537 shares of iShares Core S&P US Value ETF worth $940K as of Q2 2026.
  • Patten Group sold 237 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $25.6K.
  • iShares Core S&P US Value ETF made up 0.15% of Patten Group's portfolio in Q2 2026, its #162 holding.
  • Patten Group first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Patten Group's iShares Core S&P US Value ETF position peaked at $1.15M in Q3 2024.
  • 812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.