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

Crews Bank & 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 Q2	$19.8K	Hold	180	–	–	﹤0.01%	483
2026 Q1	$18.4K	Hold	180	–	–	﹤0.01%	482
2025 Q4	$18.5K	Hold	180	–	–	﹤0.01%	474
2025 Q3	$18K	Hold	180	–	–	﹤0.01%	480
2025 Q2	$17K	Hold	180	–	–	﹤0.01%	476
2025 Q1	$16.6K	Buy	180 +110	+157%	+$10.3K	﹤0.01%	464
2024 Q4	$6.48K	Buy	+70	New	+$6.73K	﹤0.01%	534

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

Crews Bank & Trust's IUSV Position: Q2 2026 in Review

Crews Bank & Trust held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 180 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Crews Bank & Trust first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Crews Bank & Trust held 180 shares of iShares Core S&P US Value ETF worth $19.8K as of Q2 2026.
Crews Bank & Trust 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 Crews Bank & Trust's portfolio in Q2 2026, its #483 holding.
Crews Bank & Trust first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.