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

Bessemer 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
Q2 		$1.84M Buy
16,756
+5,233
+45% +$566K ﹤0.01% 867
2026
Q1 		$1.18M Buy
11,523
+3,975
+53% +$417K ﹤0.01% 921
2025
Q4 		$774K Buy
7,548
+1,884
+33% +$191K ﹤0.01% 1023
2025
Q3 		$566K Buy
5,664
+2,159
+62% +$210K ﹤0.01% 819
2025
Q2 		$332K Sell
3,505
-1,900
-35% -$171K ﹤0.01% 966
2025
Q1 		$499K Buy
5,405
+80
+2% +$7.51K ﹤0.01% 873
2024
Q4 		$493K Buy
5,325
+1,820
+52% +$175K ﹤0.01% 883
2024
Q3 		$335K Hold
3,505
– – ﹤0.01% 999
2024
Q2 		$309K Hold
3,505
– – ﹤0.01% 909
2024
Q1 		$317K Sell
3,505
-140
-4% -$12.1K ﹤0.01% 911
2023
Q4 		$307K Buy
3,645
+140
+4% +$10.9K ﹤0.01% 943
2023
Q3 		$262K Buy
3,505
+2,765
+374% +$217K ﹤0.01% 966
2023
Q2 		$58K Hold
740
– – ﹤0.01% 1350
2023
Q1 		$55K Hold
740
– – ﹤0.01% 1200
2022
Q4 		$52K Hold
740
– – ﹤0.01% 1138
2022
Q3 		$46K Buy
+740
New +$51.1K ﹤0.01% 1186
2022
Q2 		– Sell
-6,537
Closed -$496K – 1952
2022
Q1 		$496K Hold
6,537
– – ﹤0.01% 641
2021
Q4 		$499K Sell
6,537
-278
-4% -$20.6K ﹤0.01% 630
2021
Q3 		$483K Buy
6,815
+6,537
+2,351% +$475K ﹤0.01% 576
2021
Q2 		$20K Hold
278
– – ﹤0.01% 1234
2021
Q1 		$19K Hold
278
– – ﹤0.01% 1189
2020
Q4 		$17K Sell
278
-2,187
-89% -$128K ﹤0.01% 1197
2020
Q3 		$134K Buy
+2,465
New +$135K ﹤0.01% 794
2019
Q1 		– Sell
-256
Closed -$13K – 1863
2018
Q4 		$13K Buy
+256
New +$13.6K ﹤0.01% 1602

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
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
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

Bessemer Group's IUSV Position: Q2 2026 in Review

Bessemer Group increased its iShares Core S&P US Value ETF (IUSV) stake by 45% in Q2 2026, buying an estimated $566K and bringing the position to 16,756 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Bessemer Group first reported a position in IUSV in Q4 2018 and has held it in 24 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Bessemer Group held 16,756 shares of iShares Core S&P US Value ETF worth $1.84M as of Q2 2026.
  • Bessemer Group bought 5,233 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $566K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #867 holding.
  • Bessemer Group first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 24 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.