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

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Alliance Private Wealth North Reading, Massachusetts $288M AUM

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return