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

Greenleaf 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 		$264K Buy
+2,396
New +$259K ﹤0.01% 742
2025
Q3 		– Sell
-4,003
Closed -$379K – 822
2025
Q2 		$379K Buy
+4,003
New +$361K ﹤0.01% 563

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
AL
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

Greenleaf Trust's IUSV Position: Q2 2026 in Review

Greenleaf Trust opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 2,396 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in IUSV as recently as Q2 2025.

Greenleaf Trust first reported a position in IUSV in Q2 2025 and has held it in 2 quarters since. The position peaked at $379K in Q2 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Greenleaf Trust held 2,396 shares of iShares Core S&P US Value ETF worth $264K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Greenleaf Trust position in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #742 holding.
  • Greenleaf Trust first reported a position in iShares Core S&P US Value ETF in Q2 2025 and has held it in 2 quarters since.
  • Greenleaf Trust's iShares Core S&P US Value ETF position peaked at $379K in Q2 2025.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.