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

Bank of New Hampshire’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 		– Sell
-423
Closed -$43.4K – 560
2025
Q4 		$43.4K Hold
423
– – 0.01% 302
2025
Q3 		$42.3K Hold
423
– – 0.01% 306
2025
Q2 		$40K Hold
423
– – 0.01% 305
2025
Q1 		$39K Hold
423
– – 0.01% 304
2024
Q4 		$39.2K Hold
423
– – 0.01% 305
2024
Q3 		$40.4K Sell
423
-885
-68% -$81.4K 0.01% 311
2024
Q2 		$115K Hold
1,308
– – 0.03% 233
2024
Q1 		$118K Buy
1,308
+413
+46% +$35.5K 0.03% 240
2023
Q4 		$75.5K Hold
895
– – 0.02% 279
2023
Q3 		$66.8K Hold
895
– – 0.02% 282
2023
Q2 		$70K Hold
895
– – 0.02% 281
2023
Q1 		$66K Sell
895
-95
-10% -$7K 0.02% 289
2022
Q4 		$70K Buy
+990
New +$68.8K 0.02% 277

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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 $5.16B AUM 18.64% 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 New Hampshire's IUSV Position: Q1 2026 in Review

Bank of New Hampshire sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 423 shares — an estimated $43.4K sold.

Bank of New Hampshire first reported a position in IUSV in Q4 2022 and held it in 13 quarters. The position peaked at $118K in Q1 2024. 788 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Bank of New Hampshire reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of New Hampshire sold 423 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $43.4K.
  • Bank of New Hampshire first reported a position in iShares Core S&P US Value ETF in Q4 2022 and held it in 13 quarters.
  • Bank of New Hampshire's iShares Core S&P US Value ETF position peaked at $118K in Q1 2024.
  • 788 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Bank of New Hampshire's 13F filing for Q1 2026, filed 13 Apr 2026.