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

BTC 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 Q2	$566K	Hold	5,140	–	–	0.03%	170
2026 Q1	$526K	Hold	5,140	–	–	0.04%	172
2025 Q4	$527K	Hold	5,140	–	–	0.04%	167
2025 Q3	$514K	Hold	5,140	–	–	0.04%	164
2025 Q2	$486K	Hold	5,140	–	–	0.04%	160
2025 Q1	$474K	Hold	5,140	–	–	0.04%	163
2024 Q4	$476K	Hold	5,140	–	–	0.04%	163
2024 Q3	$491K	Hold	5,140	–	–	0.04%	172
2024 Q2	$453K	Hold	5,140	–	–	0.04%	165
2024 Q1	$465K	Buy	+5,140	New	+$442K	0.04%	171
2023 Q3	$384K	Hold	5,140	–	–	0.04%	174
2023 Q2	$402K	Hold	5,140	–	–	0.04%	183
2023 Q1	$379K	Hold	5,140	–	–	0.04%	168
2022 Q4	$363K	Hold	5,140	–	–	0.04%	189
2022 Q3	$322K	Hold	5,140	–	–	0.04%	196
2022 Q2	$344K	Hold	5,140	–	–	0.04%	193
2022 Q1	$390K	Hold	5,140	–	–	0.04%	205
2021 Q4	$392K	Hold	5,140	–	–	0.04%	212
2021 Q3	$364K	Hold	5,140	–	–	0.04%	168
2021 Q2	$370K	Hold	5,140	–	–	0.04%	171
2021 Q1	$354K	Hold	5,140	–	–	0.04%	181
2020 Q4	$320K	Hold	5,140	–	–	0.04%	185
2020 Q3	$279K	Hold	5,140	–	–	0.04%	166
2020 Q2	$268K	Hold	5,140	–	–	0.04%	155
2020 Q1	$237K	Hold	5,140	–	–	0.05%	148
2019 Q4	$324K	Hold	5,140	–	–	0.05%	153
2019 Q3	$297K	Hold	5,140	–	–	0.05%	150
2019 Q2	$291K	Hold	5,140	–	–	0.05%	156
2019 Q1	$282K	Hold	5,140	–	–	0.05%	154
2018 Q4	$252K	Hold	5,140	–	–	0.05%	158
2018 Q3	$290K	Buy	+5,140	New	+$287K	0.05%	150
2018 Q2	–	Sell	-5,140	Closed	-$273K	–	157
2018 Q1	$273K	Buy	+5,140	New	+$285K	0.04%	163

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 22.9% 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

BTC Capital Management's IUSV Position: Q2 2026 in Review

BTC Capital Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 5,140 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #170.

BTC Capital Management first reported a position in IUSV in Q1 2018 and has held it in 32 quarters since. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

BTC Capital Management held 5,140 shares of iShares Core S&P US Value ETF worth $566K as of Q2 2026.
BTC Capital Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.03% of BTC Capital Management's portfolio in Q2 2026, its #170 holding.
BTC Capital Management first reported a position in iShares Core S&P US Value ETF in Q1 2018 and has held it in 32 quarters since.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.