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

Boreal 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
Q1 		– Sell
-5,143
Closed -$527K – 516
2025
Q4 		$527K Hold
5,143
– – 0.4% 67
2025
Q3 		$514K Buy
5,143
+1
+0% +$97 0.41% 66
2025
Q2 		$487K Buy
+5,142
New +$464K 0.4% 67

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

Boreal Capital Management's IUSV Position: Q1 2026 in Review

Boreal Capital Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 5,143 shares — an estimated $527K sold.

Boreal Capital Management first reported a position in IUSV in Q2 2025 and held it in 3 quarters. The position peaked at $527K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Boreal Capital Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • Boreal Capital Management sold 5,143 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $527K.
  • Boreal Capital Management first reported a position in iShares Core S&P US Value ETF in Q2 2025 and held it in 3 quarters.
  • Boreal Capital Management's iShares Core S&P US Value ETF position peaked at $527K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.