VL
IUSV icon

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

Vima LLC’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 		$174K Buy
+1,580
New +$171K 0.17% 86
2024
Q2 		– Sell
-1,244
Closed -$91.8K – 202
2024
Q1 		$91.8K Sell
1,244
-48
-4% -$4.13K 0.11% 67
2023
Q4 		$109K Buy
+1,292
New +$101K 0.25% 73

Other funds holding IUSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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

Vima LLC's IUSV Position: Q2 2026 in Review

Vima LLC opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 1,580 shares worth $174K. The stake represents 0.17% of the portfolio and ranks #86 among its holdings. This is a return to the name: Vima LLC previously reported a position in IUSV as recently as Q1 2024.

Vima LLC first reported a position in IUSV in Q4 2023 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Vima LLC held 1,580 shares of iShares Core S&P US Value ETF worth $174K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Vima LLC position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.17% of Vima LLC's portfolio in Q2 2026, its #86 holding.
  • Vima LLC first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.