Family Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Family Capital Management’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	$7.67M	Buy	75,005 +25,107	+50%	+$2.63M	3.41%	6
2025 Q4	$5.12M	Buy	49,898 +5,339	+12%	+$541K	2.27%	9
2025 Q3	$4.45M	Buy	44,559 +1,695	+4%	+$165K	2.13%	11
2025 Q2	$4.06M	Buy	42,864 +5,869	+16%	+$530K	2.13%	11
2025 Q1	$3.41M	Buy	36,995 +4,033	+12%	+$378K	2.11%	13
2024 Q4	$3.05M	Buy	32,962 +4,443	+16%	+$427K	1.84%	14
2024 Q3	$2.72M	Buy	28,519 +2,762	+11%	+$254K	1.76%	14
2024 Q2	$2.27M	Buy	25,757 +4,041	+19%	+$356K	1.55%	16
2024 Q1	$1.96M	Buy	21,716 +4,224	+24%	+$364K	1.37%	18
2023 Q4	$1.48M	Buy	17,492 +11,900	+213%	+$927K	1.05%	20
2023 Q3	$417K	Buy	+5,592	New	+$439K	0.28%	48

Other funds holding IUSV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return