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 Q2	$8.38M	Buy	76,041 +1,036	+1%	+$112K	3.25%	6
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 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

Family Capital Management's IUSV Position: Q2 2026 in Review

Family Capital Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.4% in Q2 2026, buying an estimated $112K and bringing the position to 76,041 shares worth $8.38M. The position accounts for 3.25% of the portfolio, ranked #6.

Family Capital Management first reported a position in IUSV in Q3 2023 and has held it in 12 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Family Capital Management held 76,041 shares of iShares Core S&P US Value ETF worth $8.38M as of Q2 2026.
Family Capital Management bought 1,036 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $112K.
iShares Core S&P US Value ETF made up 3.25% of Family Capital Management's portfolio in Q2 2026, its #6 holding.
Family Capital Management first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 12 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.