Watchman Group
IUSV icon

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

Watchman Group’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 		$236K Hold
2,138
– – 0.05% 70
2026
Q2 		$236K Hold
2,138
– – 0.05% 72
2026
Q1 		$219K Hold
2,138
– – 0.05% 73
2025
Q4 		$219K Hold
2,138
– – 0.05% 76
2025
Q3 		$214K Sell
2,138
-456
-18% -$44.4K 0.05% 78
2025
Q2 		$245K Sell
2,594
-381
-13% -$34.4K 0.06% 74
2025
Q1 		$275K Sell
2,975
-4,906
-62% -$460K 0.08% 77
2024
Q4 		$730K Sell
7,881
-2,453
-24% -$236K 0.19% 55
2024
Q3 		$987K Buy
10,334
+489
+5% +$45K 0.26% 49
2024
Q2 		$868K Sell
9,845
-1,030
-9% -$90.8K 0.28% 52
2024
Q1 		$984K Sell
10,875
-320
-3% -$27.5K 0.3% 52
2023
Q4 		$944K Sell
11,195
-13,423
-55% -$1.05M 0.31% 50
2023
Q3 		$1.84M Sell
24,618
-8,065
-25% -$633K 0.78% 44
2023
Q2 		$2.56M Buy
32,683
+12,341
+61% +$922K 1.27% 37
2023
Q1 		$1.5M Buy
20,342
+7,041
+53% +$519K 0.78% 41
2022
Q4 		$939K Buy
+13,301
New +$925K 0.52% 45

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
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
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Watchman Group's IUSV Position: Q3 2026 in Review

Watchman Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 2,138 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #70.

Watchman Group first reported a position in IUSV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.56M in Q2 2023. 219 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Watchman Group held 2,138 shares of iShares Core S&P US Value ETF worth $236K as of Q3 2026.
  • Watchman Group left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Value ETF made up 0.05% of Watchman Group's portfolio in Q3 2026, its #70 holding.
  • Watchman Group first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Watchman Group's iShares Core S&P US Value ETF position peaked at $2.56M in Q2 2023.
  • 219 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Watchman Group's 13F filing for Q3 2026, filed 16 Oct 2026.