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

Brooklyn Investment 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
Q1 		$2.51M Buy
24,521
+1,180
+5% +$124K 0.08% 222
2025
Q4 		$2.41M Buy
23,341
+16,539
+243% +$1.68M 0.11% 146
2025
Q3 		$641K Buy
6,802
+324
+5% +$31.5K 0.09% 226
2025
Q2 		$613K Buy
6,478
+6,307
+3,688% +$569K 0.08% 244
2025
Q1 		$15.8K Hold
171
– – ﹤0.01% 1292
2024
Q4 		$15.8K Buy
+171
New +$16.4K ﹤0.01% 820

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 22.9% 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

Brooklyn Investment Group's IUSV Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Core S&P US Value ETF (IUSV) stake by 5.1% in Q1 2026, buying an estimated $124K and bringing the position to 24,521 shares worth $2.51M. The position accounts for 0.08% of the portfolio, ranked #222.

Brooklyn Investment Group first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. 793 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Brooklyn Investment Group held 24,521 shares of iShares Core S&P US Value ETF worth $2.51M as of Q1 2026.
  • Brooklyn Investment Group bought 1,180 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $124K.
  • iShares Core S&P US Value ETF made up 0.08% of Brooklyn Investment Group's portfolio in Q1 2026, its #222 holding.
  • Brooklyn Investment Group first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.