Waldron Private Wealth LLC: IUSV position timeline

Waldron Private Wealth LLC held 206,863 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 206,863 shares

   Change vs previous 13F -27,820 shares

   0.79% of the 13F portfolio, value $22,786,288.

   13F-HR 0001598180-26-000005 filed by Waldron Private Wealth LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 234,683 shares

   Change vs previous 13F -5,254 shares

   0.94% of the 13F portfolio, value $23,996,664.

   13F-HR 0001598180-26-000004 filed by Waldron Private Wealth LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 239,937 shares

   Change vs previous 13F -2,481 shares

   0.97% of the 13F portfolio, value $24,603,393.

   13F-HR 0001598180-26-000001 filed by Waldron Private Wealth LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 242,418 shares

   Change vs previous 13F -21,490 shares

   0.98% of the 13F portfolio, value $24,230,058.

   13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 263,908 shares

   Change vs previous 13F not available

   1.09% of the 13F portfolio, value $24,973,757.

   13F-HR 0001085146-25-004382 filed by Waldron Private Wealth LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).