Burk Holdings’s iShares Core S&P US Value ETF IUSV Stock Holding History

Burk Holdings’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	$509K	Sell	4,621 -15	-0.3%	-$1.62K	0.19%	50
2026 Q1	$474K	Buy	4,636 +15	+0.3%	+$1.57K	0.2%	53
2025 Q4	$474K	Hold	4,621	–	–	0.23%	54
2025 Q3	$462K	Hold	4,621	–	–	0.25%	49
2025 Q2	$437K	Hold	4,621	–	–	0.27%	40
2025 Q1	$426K	Hold	4,621	–	–	0.32%	41
2024 Q4	$428K	Buy	+4,621	New	+$444K	0.35%	37

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

Burk Holdings's IUSV Position: Q2 2026 in Review

Burk Holdings reduced its iShares Core S&P US Value ETF (IUSV) stake by 0.32% in Q2 2026, selling an estimated $1.62K and leaving 4,621 shares worth $509K. The position accounts for 0.19% of the portfolio, ranked #50.

Burk Holdings first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Burk Holdings held 4,621 shares of iShares Core S&P US Value ETF worth $509K as of Q2 2026.
Burk Holdings sold 15 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.62K.
iShares Core S&P US Value ETF made up 0.19% of Burk Holdings's portfolio in Q2 2026, its #50 holding.
Burk Holdings first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.