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Brighton Jones LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History

Brighton Jones LLC’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 		$372K Buy
+3,635
New +$381K 0.01% 822
2025
Q4 		– Sell
-3,088
Closed -$309K – 498
2025
Q3 		$309K Sell
3,088
-419
-12% -$40.8K 0.01% 797
2025
Q2 		$332K Buy
3,507
+540
+18% +$48.7K 0.01% 681
2025
Q1 		$274K Buy
2,967
+346
+13% +$32.5K 0.01% 566
2024
Q4 		$243K Buy
2,621
+15
+0.6% +$1.44K 0.01% 591
2024
Q3 		$249K Sell
2,606
-34
-1% -$3.13K 0.01% 475
2024
Q2 		$233K Buy
2,640
+47
+2% +$4.14K 0.01% 532
2024
Q1 		$234K Buy
+2,593
New +$223K 0.01% 529
2023
Q1 		– Sell
-3,387
Closed -$239K – 529
2022
Q4 		$239K Buy
+3,387
New +$236K 0.01% 394

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

Brighton Jones LLC's IUSV Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 3,635 shares worth $372K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in IUSV as recently as Q3 2025.

Brighton Jones LLC first reported a position in IUSV in Q4 2022 and has held it in 9 quarters since. 788 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Brighton Jones LLC held 3,635 shares of iShares Core S&P US Value ETF worth $372K as of Q1 2026.
  • iShares Core S&P US Value ETF was a new Brighton Jones LLC position in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #822 holding.
  • Brighton Jones LLC first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 9 quarters since.
  • 788 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.