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

Gibson Capital’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	$232K	Hold	2,106	–	–	0.04%	84
2026 Q1	$215K	Hold	2,106	–	–	0.04%	83
2025 Q4	$216K	Hold	2,106	–	–	0.04%	80
2025 Q3	$210K	Buy	+2,106	New	+$205K	0.04%	83
2024 Q4	–	Sell	-2,106	Closed	-$201K	–	76
2024 Q3	$201K	Buy	+2,106	New	+$194K	0.04%	69
2015 Q1	–	Sell	-4,860	Closed	-$220K	–	36
2014 Q4	$220K	Sell	4,860 -2,124	-30%	-$94.1K	0.07%	36
2014 Q3	$303K	Hold	6,984	–	–	0.1%	26
2014 Q2	$308K	Hold	6,984	–	–	0.1%	24
2014 Q1	$294K	Hold	6,984	–	–	0.1%	20
2013 Q4	$287K	Hold	6,984	–	–	0.11%	14
2013 Q3	$263K	Sell	6,984 -393	-5%	-$14.9K	0.1%	15
2013 Q2	$269K	Buy	+7,377	New	+$268K	0.11%	14

Other funds holding IUSV

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gibson Capital's IUSV Position: Q2 2026 in Review

Gibson Capital held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 2,106 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #84.

Gibson Capital first reported a position in IUSV in Q2 2013 and has held it in 12 quarters since. The position peaked at $308K in Q2 2014. 717 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Gibson Capital held 2,106 shares of iShares Core S&P US Value ETF worth $232K as of Q2 2026.
Gibson Capital left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.04% of Gibson Capital's portfolio in Q2 2026, its #84 holding.
Gibson Capital first reported a position in iShares Core S&P US Value ETF in Q2 2013 and has held it in 12 quarters since.
Gibson Capital's iShares Core S&P US Value ETF position peaked at $308K in Q2 2014.
717 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.