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

Glenmede 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 Q1	$2.52M	Sell	24,626 -350	-1%	-$36.7K	0.01%	533
2025 Q4	$2.56M	Buy	+24,976	New	+$2.53M	0.01%	530
2025 Q1	$3.69K	Hold	40	–	–	﹤0.01%	1364
2024 Q4	$3.7K	Hold	40	–	–	﹤0.01%	1379
2024 Q3	$3.82K	Hold	40	–	–	﹤0.01%	1378
2024 Q2	$3.52K	Hold	40	–	–	﹤0.01%	1345
2024 Q1	$3.62K	Hold	40	–	–	﹤0.01%	1333
2023 Q4	$3.37K	Hold	40	–	–	﹤0.01%	1287
2023 Q3	$2.98K	Buy	+40	New	+$3.14K	﹤0.01%	1248
2021 Q1	–	Sell	-84	Closed	-$5K	–	1226
2020 Q4	$5K	Hold	84	–	–	﹤0.01%	1176
2020 Q3	$4K	Buy	+84	New	+$4.59K	﹤0.01%	2144
2014 Q2	–	Sell	-17,658	Closed	-$743K	–	2360
2014 Q1	$743K	Buy	+17,658	New	+$723K	0.01%	768

Other funds holding IUSV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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 $5.8B AUM 14.71% 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

Glenmede Trust's IUSV Position: Q1 2026 in Review

Glenmede Trust reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.4% in Q1 2026, selling an estimated $36.7K and leaving 24,626 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #533.

Glenmede Trust first reported a position in IUSV in Q1 2014 and has held it in 12 quarters since. The position peaked at $2.56M in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Glenmede Trust held 24,626 shares of iShares Core S&P US Value ETF worth $2.52M as of Q1 2026.
Glenmede Trust sold 350 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $36.7K.
iShares Core S&P US Value ETF made up 0.01% of Glenmede Trust's portfolio in Q1 2026, its #533 holding.
Glenmede Trust first reported a position in iShares Core S&P US Value ETF in Q1 2014 and has held it in 12 quarters since.
Glenmede Trust's iShares Core S&P US Value ETF position peaked at $2.56M in Q4 2025.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Glenmede Trust's 13F filing for Q1 2026, filed 26 May 2026.