Brown Brothers Harriman & Co’s iShares Core S&P US Value ETF IUSV Stock Holding History

Brown Brothers Harriman & Co’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	$184K	Hold	1,672	–	–	﹤0.01%	884
2026 Q1	$171K	Buy	1,672 +501	+43%	+$52.5K	﹤0.01%	840
2025 Q4	$120K	Hold	1,171	–	–	﹤0.01%	867
2025 Q3	$117K	Hold	1,171	–	–	﹤0.01%	815
2025 Q2	$111K	Sell	1,171 -303	-21%	-$27.3K	﹤0.01%	761
2025 Q1	$136K	Buy	1,474 +303	+26%	+$28.4K	﹤0.01%	644
2024 Q4	$108K	Hold	1,171	–	–	﹤0.01%	704
2024 Q3	$112K	Hold	1,171	–	–	﹤0.01%	675
2024 Q2	$103K	Hold	1,171	–	–	﹤0.01%	655
2024 Q1	$106K	Hold	1,171	–	–	﹤0.01%	637
2023 Q4	$98.8K	Hold	1,171	–	–	﹤0.01%	621
2023 Q3	$87.4K	Hold	1,171	–	–	﹤0.01%	622
2023 Q2	$91.6K	Hold	1,171	–	–	﹤0.01%	605
2023 Q1	$86.4K	Hold	1,171	–	–	﹤0.01%	643
2022 Q4	$82.7K	Hold	1,171	–	–	﹤0.01%	626
2022 Q3	$73K	Buy	1,171 +573	+96%	+$39.6K	﹤0.01%	657
2022 Q2	$40K	Hold	598	–	–	﹤0.01%	744
2022 Q1	$45K	Hold	598	–	–	﹤0.01%	796
2021 Q4	$46K	Hold	598	–	–	﹤0.01%	718
2021 Q3	$42K	Hold	598	–	–	﹤0.01%	709
2021 Q2	$43K	Hold	598	–	–	﹤0.01%	693
2021 Q1	$41K	Hold	598	–	–	﹤0.01%	676
2020 Q4	$37K	Buy	+598	New	+$35K	﹤0.01%	707

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Brown Brothers Harriman & Co's IUSV Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 1,672 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Brown Brothers Harriman & Co first reported a position in IUSV in Q4 2020 and has held it in 23 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Brown Brothers Harriman & Co held 1,672 shares of iShares Core S&P US Value ETF worth $184K as of Q2 2026.
Brown Brothers Harriman & Co left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #884 holding.
Brown Brothers Harriman & Co first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 23 quarters since.
809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.