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

Traynor 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 		– Sell
-2,299
Closed -$231K – 380
2026
Q1 		$231K Buy
+2,299
New +$241K 0.01% 276

Other funds holding IUSV

S
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BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
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
FG
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
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Traynor Capital Management's IUSV Position: Q2 2026 in Review

Traynor Capital Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 2,299 shares — an estimated $231K sold.

Traynor Capital Management first reported a position in IUSV in Q1 2026 and held it in 1 quarter. The position peaked at $231K in Q1 2026. 240 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Traynor Capital Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • Traynor Capital Management sold 2,299 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $231K.
  • Traynor Capital Management first reported a position in iShares Core S&P US Value ETF in Q1 2026 and held it in 1 quarter.
  • Traynor Capital Management's iShares Core S&P US Value ETF position peaked at $231K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.