Chevy Chase Trust
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Chevy Chase Trust’s iShares Core S&P US Value ETF IUSV Stock Holding History

Chevy Chase Trust’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
Q3 		$236K Buy
+2,137
New +$242K ﹤0.01% 643
2025
Q2 		– Sell
-5,835
Closed -$539K – 636
2025
Q1 		$539K Buy
+5,835
New +$548K ﹤0.01% 589
2023
Q4 		– Sell
-2,796
Closed -$209K – 629
2023
Q3 		$209K Buy
+2,796
New +$219K ﹤0.01% 608

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Chevy Chase Trust's IUSV Position: Q3 2026 in Review

Chevy Chase Trust opened a new position in iShares Core S&P US Value ETF (IUSV) in Q3 2026: 2,137 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings. This is a return to the name: Chevy Chase Trust previously reported a position in IUSV as recently as Q1 2025.

Chevy Chase Trust first reported a position in IUSV in Q3 2023 and has held it in 3 quarters since. The position peaked at $539K in Q1 2025. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Chevy Chase Trust held 2,137 shares of iShares Core S&P US Value ETF worth $236K as of Q3 2026.
  • iShares Core S&P US Value ETF was a new Chevy Chase Trust position in Q3 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q3 2026, its #643 holding.
  • Chevy Chase Trust first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 3 quarters since.
  • Chevy Chase Trust's iShares Core S&P US Value ETF position peaked at $539K in Q1 2025.
  • 733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Chevy Chase Trust's 13F filing for Q3 2026, filed 13 Nov 2026.