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

Sachetta’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	$758K	Sell	6,880 -277	-4%	-$30K	0.37%	46
2026 Q1	$732K	Buy	7,157 +391	+6%	+$41K	0.4%	46
2025 Q4	$694K	Sell	6,766 -3,748	-36%	-$380K	0.38%	47
2025 Q3	$1.05M	Sell	10,514 -139	-1%	-$13.5K	0.39%	51
2025 Q2	$1.01M	Sell	10,653 -118	-1%	-$10.7K	0.4%	50
2025 Q1	$994K	Sell	10,771 -42	-0.4%	-$3.94K	0.41%	54
2024 Q4	$1M	Sell	10,813 -2,332	-18%	-$224K	0.4%	55
2024 Q3	$1.26M	Buy	13,145 +199	+2%	+$18.3K	0.5%	42
2024 Q2	$1.19M	Sell	12,946 -448	-3%	-$39.5K	0.52%	36
2024 Q1	$1.13M	Hold	13,394	–	–	0.54%	36
2023 Q4	$1.13M	Buy	+13,394	New	+$1.04M	0.54%	36

Other funds holding IUSV

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

CNBT

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SCA

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

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Sachetta's IUSV Position: Q2 2026 in Review

Sachetta reduced its iShares Core S&P US Value ETF (IUSV) stake by 3.9% in Q2 2026, selling an estimated $30K and leaving 6,880 shares worth $758K. The position accounts for 0.37% of the portfolio, ranked #46.

Sachetta first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q3 2024. 150 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Sachetta held 6,880 shares of iShares Core S&P US Value ETF worth $758K as of Q2 2026.
Sachetta sold 277 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $30K.
iShares Core S&P US Value ETF made up 0.37% of Sachetta's portfolio in Q2 2026, its #46 holding.
Sachetta first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
Sachetta's iShares Core S&P US Value ETF position peaked at $1.26M in Q3 2024.
150 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.