Commerce Bank’s iShares Core S&P US Value ETF IUSV Stock Holding History

Commerce Bank’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	$957K	Sell	9,361 -100	-1%	-$10.5K	﹤0.01%	733
2025 Q4	$970K	Hold	9,461	–	–	0.01%	677
2025 Q3	$946K	Hold	9,461	–	–	0.01%	677
2025 Q2	$895K	Sell	9,461 -491	-5%	-$44.3K	0.01%	671
2025 Q1	$918K	Buy	9,952 +196	+2%	+$18.4K	0.01%	649
2024 Q4	$903K	Hold	9,756	–	–	0.01%	661
2024 Q3	$932K	Hold	9,756	–	–	0.01%	668
2024 Q2	$860K	Hold	9,756	–	–	0.01%	668
2024 Q1	$882K	Sell	9,756 -2,112	-18%	-$182K	0.01%	658
2023 Q4	$1M	Hold	11,868	–	–	0.01%	605
2023 Q3	$886K	Sell	11,868 -851	-7%	-$66.8K	0.01%	603
2023 Q2	$995K	Hold	12,719	–	–	0.01%	575
2023 Q1	$938K	Hold	12,719	–	–	0.01%	580
2022 Q4	$898K	Sell	12,719 -285	-2%	-$19.8K	0.01%	592
2022 Q3	$814K	Sell	13,004 -645	-5%	-$44.5K	0.01%	594
2022 Q2	$912K	Sell	13,649 -485	-3%	-$34.8K	0.01%	585
2022 Q1	$1.07M	Sell	14,134 -1,555	-10%	-$117K	0.01%	586
2021 Q4	$1.2M	Sell	15,689 -290	-2%	-$21.5K	0.01%	580
2021 Q3	$1.13M	Hold	15,979	–	–	0.01%	578
2021 Q2	$1.15M	Sell	15,979 -2,425	-13%	-$174K	0.01%	573
2021 Q1	$1.27M	Sell	18,404 -497	-3%	-$32.6K	0.01%	524
2020 Q4	$1.18M	Sell	18,901 -371	-2%	-$21.7K	0.01%	520
2020 Q3	$1.05M	Hold	19,272	–	–	0.01%	501
2020 Q2	$1.01M	Buy	19,272 +5,235	+37%	+$267K	0.01%	499
2020 Q1	$648K	Hold	14,037	–	–	0.01%	512
2019 Q4	$884K	Buy	14,037 +1,279	+10%	+$77.1K	0.01%	499
2019 Q3	$737K	Sell	12,758 -175	-1%	-$9.96K	0.01%	530
2019 Q2	$733K	Hold	12,933	–	–	0.01%	504
2019 Q1	$709K	Buy	12,933 +1,760	+16%	+$94.1K	0.01%	475
2018 Q4	$549K	Buy	+11,173	New	+$594K	0.01%	507
2018 Q2	–	Sell	-4,945	Closed	-$263K	–	869
2018 Q1	$263K	Sell	4,945 -365	-7%	-$20.2K	﹤0.01%	749
2017 Q4	$294K	Hold	5,310	–	–	﹤0.01%	720
2017 Q3	$278K	Hold	5,310	–	–	﹤0.01%	721
2017 Q2	$270K	Sell	5,310 -500	-9%	-$25.3K	﹤0.01%	714
2017 Q1	$293K	Hold	5,810	–	–	﹤0.01%	681
2016 Q4	$285K	Hold	5,810	–	–	﹤0.01%	672
2016 Q3	$268K	Buy	+5,810	New	+$267K	﹤0.01%	688

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

Commerce Bank's IUSV Position: Q1 2026 in Review

Commerce Bank reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.1% in Q1 2026, selling an estimated $10.5K and leaving 9,361 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Commerce Bank first reported a position in IUSV in Q3 2016 and has held it in 37 quarters since. The position peaked at $1.27M in Q1 2021. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Commerce Bank held 9,361 shares of iShares Core S&P US Value ETF worth $957K as of Q1 2026.
Commerce Bank sold 100 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $10.5K.
iShares Core S&P US Value ETF made up ﹤0.01% of Commerce Bank's portfolio in Q1 2026, its #733 holding.
Commerce Bank first reported a position in iShares Core S&P US Value ETF in Q3 2016 and has held it in 37 quarters since.
Commerce Bank's iShares Core S&P US Value ETF position peaked at $1.27M in Q1 2021.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Commerce Bank's 13F filing for Q1 2026, filed 11 May 2026.