Signature Resources Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Signature Resources Capital Management’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	$233K	Sell	2,119 -120	-5%	-$13K	0.09%	67
2026 Q1	$229K	Buy	2,239 +29	+1%	+$3.04K	0.11%	62
2025 Q4	$227K	Hold	2,210	–	–	0.11%	60
2025 Q3	$221K	Sell	2,210 -63	-3%	-$6.13K	0.12%	58
2025 Q2	$215K	Sell	2,273 -568	-20%	-$51.3K	0.13%	53
2025 Q1	$262K	Hold	2,841	–	–	0.23%	42
2024 Q4	$263K	Hold	2,841	–	–	0.23%	37
2024 Q3	$271K	Sell	2,841 -139	-5%	-$12.8K	0.25%	37
2024 Q2	$263K	Sell	2,980 -59	-2%	-$5.2K	0.22%	39
2024 Q1	$256K	Sell	3,039 -247	-8%	-$21.3K	0.24%	38
2023 Q4	$277K	Buy	+3,286	New	+$256K	0.25%	35

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

Signature Resources Capital Management's IUSV Position: Q2 2026 in Review

Signature Resources Capital Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 5.4% in Q2 2026, selling an estimated $13K and leaving 2,119 shares worth $233K. The position accounts for 0.09% of the portfolio, ranked #67.

Signature Resources Capital Management first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $277K in Q4 2023. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Signature Resources Capital Management held 2,119 shares of iShares Core S&P US Value ETF worth $233K as of Q2 2026.
Signature Resources Capital Management sold 120 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $13K.
iShares Core S&P US Value ETF made up 0.09% of Signature Resources Capital Management's portfolio in Q2 2026, its #67 holding.
Signature Resources Capital Management first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
Signature Resources Capital Management's iShares Core S&P US Value ETF position peaked at $277K in Q4 2023.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Signature Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.