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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Burk Holdings's IUSV Position: Q1 2026 in Review

Burk Holdings increased its iShares Core S&P US Value ETF (IUSV) stake by 0.32% in Q1 2026, buying an estimated $1.57K and bringing the position to 4,636 shares worth $474K. The position accounts for 0.2% of the portfolio, ranked #53.

Burk Holdings first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Burk Holdings held 4,636 shares of iShares Core S&P US Value ETF worth $474K as of Q1 2026.
Burk Holdings bought 15 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.57K.
iShares Core S&P US Value ETF made up 0.2% of Burk Holdings's portfolio in Q1 2026, its #53 holding.
Burk Holdings first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.