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

Country Trust 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 		– Sell
-190
Closed -$19.5K – 616
2025
Q4 		$19.5K Buy
+190
New +$19.3K ﹤0.01% 256
2022
Q4 		– Sell
-134
Closed -$8K – 354
2022
Q3 		$8K Hold
134
– – ﹤0.01% 294
2022
Q2 		$9K Hold
134
– – ﹤0.01% 289
2022
Q1 		$10K Hold
134
– – ﹤0.01% 304
2021
Q4 		$10K Hold
134
– – ﹤0.01% 339
2021
Q3 		$9K Hold
134
– – ﹤0.01% 341
2021
Q2 		$10K Hold
134
– – ﹤0.01% 306
2021
Q1 		$9K Buy
+134
New +$8.79K ﹤0.01% 296

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AL
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

Country Trust Bank's IUSV Position: Q1 2026 in Review

Country Trust Bank sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 190 shares — an estimated $19.5K sold.

Country Trust Bank first reported a position in IUSV in Q1 2021 and held it in 8 quarters. The position peaked at $19.5K in Q4 2025. 793 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Country Trust Bank reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • Country Trust Bank sold 190 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $19.5K.
  • Country Trust Bank first reported a position in iShares Core S&P US Value ETF in Q1 2021 and held it in 8 quarters.
  • Country Trust Bank's iShares Core S&P US Value ETF position peaked at $19.5K in Q4 2025.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Country Trust Bank's 13F filing for Q1 2026, filed 10 Apr 2026.