Becker Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Becker Capital Management’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	$545K	Sell	4,948 -65	-1%	-$7.03K	0.01%	221
2026 Q1	$513K	Hold	5,013	–	–	0.02%	217
2025 Q4	$514K	Sell	5,013 -80	-2%	-$8.11K	0.01%	226
2025 Q3	$509K	Sell	5,093 -167	-3%	-$16.3K	0.01%	220
2025 Q2	$498K	Sell	5,260 -141	-3%	-$12.7K	0.02%	217
2025 Q1	$498K	Buy	5,401 +616	+13%	+$57.8K	0.02%	215
2024 Q4	$443K	Hold	4,785	–	–	0.01%	214
2024 Q3	$457K	Hold	4,785	–	–	0.01%	215
2024 Q2	$422K	Hold	4,785	–	–	0.01%	210
2024 Q1	$433K	Hold	4,785	–	–	0.01%	211
2023 Q4	$404K	Hold	4,785	–	–	0.01%	208
2023 Q3	$359K	Hold	4,785	–	–	0.01%	215
2023 Q2	$374K	Hold	4,785	–	–	0.01%	226
2023 Q1	$353K	Buy	+4,785	New	+$352K	0.01%	217

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Becker Capital Management's IUSV Position: Q2 2026 in Review

Becker Capital Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.3% in Q2 2026, selling an estimated $7.03K and leaving 4,948 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #221.

Becker Capital Management first reported a position in IUSV in Q1 2023 and has held it in 14 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Becker Capital Management held 4,948 shares of iShares Core S&P US Value ETF worth $545K as of Q2 2026.
Becker Capital Management sold 65 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $7.03K.
iShares Core S&P US Value ETF made up 0.01% of Becker Capital Management's portfolio in Q2 2026, its #221 holding.
Becker Capital Management first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 14 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.