BLC
IUSV icon

Brown, Lisle/Cummings’s iShares Core S&P US Value ETF IUSV Stock Holding History

Brown, Lisle/Cummings’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 		$20.4K Hold
185
– – ﹤0.01% 503
2026
Q1 		$18.9K Buy
185
+35
+23% +$3.67K ﹤0.01% 481
2025
Q4 		$15.4K Hold
150
– – ﹤0.01% 450
2025
Q3 		$15K Buy
150
+30
+25% +$2.92K ﹤0.01% 451
2025
Q2 		$11.4K Buy
120
+30
+33% +$2.71K ﹤0.01% 489
2025
Q1 		$8.31K Buy
90
+40
+80% +$3.75K ﹤0.01% 512
2024
Q4 		$4.63K Buy
50
+20
+67% +$1.92K ﹤0.01% 543
2024
Q3 		$2.87K Buy
+30
New +$2.76K ﹤0.01% 555

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

Brown, Lisle/Cummings's IUSV Position: Q2 2026 in Review

Brown, Lisle/Cummings held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 185 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Brown, Lisle/Cummings first reported a position in IUSV in Q3 2024 and has held it in 8 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Brown, Lisle/Cummings held 185 shares of iShares Core S&P US Value ETF worth $20.4K as of Q2 2026.
  • Brown, Lisle/Cummings 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, Lisle/Cummings's portfolio in Q2 2026, its #503 holding.
  • Brown, Lisle/Cummings first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.