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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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: Q1 2026 in Review

Patten Group increased its iShares Core S&P US Value ETF (IUSV) stake by 5.8% in Q1 2026, buying an estimated $50.6K and bringing the position to 8,774 shares worth $897K. The position accounts for 0.16% of the portfolio, ranked #150.

Patten Group first reported a position in IUSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q3 2024. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Patten Group held 8,774 shares of iShares Core S&P US Value ETF worth $897K as of Q1 2026.
Patten Group bought 483 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $50.6K.
iShares Core S&P US Value ETF made up 0.16% of Patten Group's portfolio in Q1 2026, its #150 holding.
Patten Group first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 10 quarters since.
Patten Group's iShares Core S&P US Value ETF position peaked at $1.15M in Q3 2024.
787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.