SignatureFD
IUSV icon

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

SignatureFD’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
Q3 		$560M Buy
5,075,823
+204,579
+4% +$23.1M 7.21% 2
2026
Q2 		$537M Buy
4,871,244
+228,962
+5% +$24.8M 7.17% 3
2026
Q1 		$475M Buy
4,642,282
+68,523
+1% +$7.19M 7.27% 2
2025
Q4 		$469M Buy
4,573,759
+84,650
+2% +$8.58M 7.16% 3
2025
Q3 		$449M Buy
4,489,109
+5,244
+0.1% +$510K 7.07% 2
2025
Q2 		$424M Buy
4,483,865
+23,385
+0.5% +$2.11M 7.23% 2
2025
Q1 		$412M Buy
4,460,480
+173,459
+4% +$16.3M 7.79% 2
2024
Q4 		$397M Sell
4,287,021
-21,345
-0.5% -$2.05M 7.52% 2
2024
Q3 		$411M Buy
4,308,366
+37,546
+0.9% +$3.45M 7.84% 2
2024
Q2 		$376M Buy
4,270,820
+28,060
+0.7% +$2.47M 7.65% 2
2024
Q1 		$384M Buy
4,242,760
+24,734
+0.6% +$2.13M 8.1% 2
2023
Q4 		$356M Buy
4,218,026
+196,239
+5% +$15.3M 8.21% 2
2023
Q3 		$300M Buy
4,021,787
+94,899
+2% +$7.45M 7.82% 2
2023
Q2 		$307M Buy
3,926,888
+148,536
+4% +$11.1M 7.85% 2
2023
Q1 		$279M Buy
3,778,352
+132,611
+4% +$9.8M 7.61% 2
2022
Q4 		$257M Buy
3,645,741
+40,652
+1% +$2.83M 7.53% 3
2022
Q3 		$226M Sell
3,605,089
-134,559
-4% -$9.29M 7.73% 3
2022
Q2 		$250M Sell
3,739,648
-103,570
-3% -$7.44M 8.52% 2
2022
Q1 		$292M Sell
3,843,218
-42,532
-1% -$3.19M 8.78% 2
2021
Q4 		$297M Buy
3,885,750
+326,977
+9% +$24.3M 9.12% 2
2021
Q3 		$252M Buy
3,558,773
+2,064,271
+138% +$150M 8.71% 3
2021
Q2 		$108M Buy
1,494,502
+676,963
+83% +$48.7M 4.29% 6
2021
Q1 		$56.3M Buy
817,539
+817,249
+281,810% +$53.6M 2.49% 8
2020
Q4 		$18K Hold
290
– – ﹤0.01% 1493
2020
Q3 		$16K Sell
290
-1,774
-86% -$97K ﹤0.01% 1464
2020
Q2 		$108K Sell
2,064
-13,878
-87% -$709K 0.01% 658
2020
Q1 		$736K Sell
15,942
-9,003
-36% -$518K 0.06% 131
2019
Q4 		$1.57M Buy
24,945
+24,897
+51,869% +$1.5M 0.12% 79
2019
Q3 		$3K Sell
48
-139
-74% -$7.91K ﹤0.01% 1730
2019
Q2 		$11K Buy
+187
New +$10.4K ﹤0.01% 1382

Other funds holding IUSV

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
PCA Investment Advisory Services
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

SignatureFD's IUSV Position: Q3 2026 in Review

SignatureFD increased its iShares Core S&P US Value ETF (IUSV) stake by 4.2% in Q3 2026, buying an estimated $23.1M and bringing the position to 5,075,823 shares worth $560M. The position accounts for 7.21% of the portfolio, ranked #2.

SignatureFD first reported a position in IUSV in Q2 2019 and has held it in 30 quarters since. 248 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • SignatureFD held 5,075,823 shares of iShares Core S&P US Value ETF worth $560M as of Q3 2026.
  • SignatureFD bought 204,579 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $23.1M.
  • iShares Core S&P US Value ETF made up 7.21% of SignatureFD's portfolio in Q3 2026, its #2 holding.
  • SignatureFD first reported a position in iShares Core S&P US Value ETF in Q2 2019 and has held it in 30 quarters since.
  • 248 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.