Choate Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Choate Investment Advisors’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	$496K	Hold	4,500	–	–	0.01%	327
2026 Q1	$460K	Hold	4,500	–	–	0.01%	309
2025 Q4	$461K	Hold	4,500	–	–	0.01%	313
2025 Q3	$450K	Hold	4,500	–	–	0.01%	296
2025 Q2	$426K	Hold	4,500	–	–	0.01%	288
2025 Q1	$415K	Sell	4,500 -185	-4%	-$17.4K	0.01%	281
2024 Q4	$434K	Hold	4,685	–	–	0.01%	286
2024 Q3	$447K	Hold	4,685	–	–	0.01%	274
2024 Q2	$413K	Buy	4,685 +185	+4%	+$16.3K	0.01%	273
2024 Q1	$407K	Buy	+4,500	New	+$387K	0.01%	289
2021 Q3	–	Sell	-71	Closed	-$5K	–	321
2021 Q2	$5K	Buy	+71	New	+$5.11K	﹤0.01%	327

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

Choate Investment Advisors's IUSV Position: Q2 2026 in Review

Choate Investment Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 4,500 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #327.

Choate Investment Advisors first reported a position in IUSV in Q2 2021 and has held it in 11 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Choate Investment Advisors held 4,500 shares of iShares Core S&P US Value ETF worth $496K as of Q2 2026.
Choate Investment Advisors 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 Choate Investment Advisors's portfolio in Q2 2026, its #327 holding.
Choate Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2021 and has held it in 11 quarters since.
812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.