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Birchcreek Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Birchcreek Wealth 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 		$22.5M Buy
204,617
+2,822
+1% +$305K 8.78% 2
2026
Q1 		$20.6M Buy
201,795
+2,518
+1% +$264K 9.94% 2
2025
Q4 		$20.4M Buy
199,277
+30,931
+18% +$3.14M 10.03% 2
2025
Q3 		$16.8M Buy
168,346
+14,899
+10% +$1.45M 8.69% 3
2025
Q2 		$14.5M Buy
153,447
+9,110
+6% +$822K 8.23% 3
2025
Q1 		$13.3M Buy
144,337
+15,355
+12% +$1.44M 8.41% 3
2024
Q4 		$11.9M Buy
128,982
+6,161
+5% +$593K 7.5% 3
2024
Q3 		$11.7M Buy
122,821
+4,426
+4% +$407K 7.69% 3
2024
Q2 		$10.4M Sell
118,395
-15
-0% -$1.32K 5.87% 4
2024
Q1 		$10.7M Buy
118,410
+7,594
+7% +$654K 5.63% 4
2023
Q4 		$9.35M Buy
110,816
+9,979
+10% +$777K 5.59% 4
2023
Q3 		$7.52M Buy
100,837
+14,058
+16% +$1.1M 5.1% 3
2023
Q2 		$6.79M Buy
86,779
+16,207
+23% +$1.21M 4.74% 3
2023
Q1 		$5.21M Buy
70,572
+4,850
+7% +$357K 4.12% 4
2022
Q4 		$4.64M Buy
65,722
+147
+0.2% +$10.2K 4.13% 3
2022
Q3 		$4.11M Buy
65,575
+4,474
+7% +$309K 3.81% 4
2022
Q2 		$4.09M Buy
61,101
+4,744
+8% +$341K 3.67% 4
2022
Q1 		$4.28M Sell
56,357
-4,294
-7% -$322K 3.79% 3
2021
Q4 		$4.63M Sell
60,651
-3,214
-5% -$238K 4.04% 4
2021
Q3 		$4.53M Buy
63,865
+2,430
+4% +$176K 4.22% 4
2021
Q2 		$4.42M Buy
61,435
+1,110
+2% +$79.8K 4.26% 4
2021
Q1 		$4.16M Sell
60,325
-1,372
-2% -$90K 4.4% 4
2020
Q4 		$3.84M Buy
+61,697
New +$3.61M 3.76% 3

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

Birchcreek Wealth Management's IUSV Position: Q2 2026 in Review

Birchcreek Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.4% in Q2 2026, buying an estimated $305K and bringing the position to 204,617 shares worth $22.5M. The position accounts for 8.78% of the portfolio, ranked #2.

Birchcreek Wealth Management first reported a position in IUSV in Q4 2020 and has held it in 23 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Birchcreek Wealth Management held 204,617 shares of iShares Core S&P US Value ETF worth $22.5M as of Q2 2026.
  • Birchcreek Wealth Management bought 2,822 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $305K.
  • iShares Core S&P US Value ETF made up 8.78% of Birchcreek Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Birchcreek Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.