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Bank of Marin’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bank of Marin’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
Q1 		$401K Buy
3,922
+102
+3% +$10.7K 0.29% 101
2025
Q4 		$392K Hold
3,820
– – 0.27% 103
2025
Q3 		$382K Hold
3,820
– – 0.27% 106
2025
Q2 		$361K Hold
3,820
– – 0.27% 103
2025
Q1 		$353K Sell
3,820
-300
-7% -$28.2K 0.45% 64
2024
Q4 		$381K Sell
4,120
-196
-5% -$18.9K 0.3% 93
2024
Q3 		$412K Sell
4,316
-210
-5% -$19.3K 0.33% 88
2024
Q2 		$399K Sell
4,526
-4,001
-47% -$353K 0.34% 91
2024
Q1 		$771K Sell
8,527
-155
-2% -$13.3K 0.68% 52
2023
Q4 		$732K Sell
8,682
-85
-1% -$6.62K 0.66% 48
2023
Q3 		$654K Hold
8,767
– – 0.64% 51
2023
Q2 		$686K Sell
8,767
-178
-2% -$13.3K 0.64% 59
2023
Q1 		$660K Sell
8,945
-2,292
-20% -$169K 0.63% 58
2022
Q4 		$794K Sell
11,237
-28
-0.2% -$1.95K 0.75% 46
2022
Q3 		$706K Sell
11,265
-309
-3% -$21.3K 0.69% 50
2022
Q2 		$774K Sell
11,574
-517
-4% -$37.1K 0.68% 53
2022
Q1 		$918K Sell
12,091
-762
-6% -$57.1K 0.67% 53
2021
Q4 		$982K Sell
12,853
-3,912
-23% -$290K 0.65% 55
2021
Q3 		$1.19M Sell
16,765
-2,230
-12% -$162K 0.87% 40
2021
Q2 		$1.37M Sell
18,995
-811
-4% -$58.3K 1% 29
2021
Q1 		$1.36M Sell
19,806
-7,814
-28% -$513K 1.08% 25
2020
Q4 		$1.72M Sell
27,620
-5,271
-16% -$309K 1.44% 18
2020
Q3 		$1.79M Buy
32,891
+20
+0.1% +$1.09K 1.83% 10
2020
Q2 		$1.72M Sell
32,871
-209
-0.6% -$10.7K 1.96% 10
2020
Q1 		$1.53M Sell
33,080
-2,461
-7% -$142K 2.08% 9
2019
Q4 		$2.24M Buy
+35,541
New +$2.14M 2.26% 7

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Bank of Marin's IUSV Position: Q1 2026 in Review

Bank of Marin increased its iShares Core S&P US Value ETF (IUSV) stake by 2.7% in Q1 2026, buying an estimated $10.7K and bringing the position to 3,922 shares worth $401K. The position accounts for 0.29% of the portfolio, ranked #101.

Bank of Marin first reported a position in IUSV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.24M in Q4 2019. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Bank of Marin held 3,922 shares of iShares Core S&P US Value ETF worth $401K as of Q1 2026.
  • Bank of Marin bought 102 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $10.7K.
  • iShares Core S&P US Value ETF made up 0.29% of Bank of Marin's portfolio in Q1 2026, its #101 holding.
  • Bank of Marin first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Bank of Marin's iShares Core S&P US Value ETF position peaked at $2.24M in Q4 2019.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.