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Hickory Point Bank & Trust’s iShares Core S&P US Value ETF IUSV Stock Holding History

Hickory Point Bank & 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 		$44.1K Hold
400
– – 0.03% 236
2026
Q1 		$40.9K Buy
+400
New +$41.9K 0.03% 234

Other funds holding IUSV

S
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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hickory Point Bank & Trust's IUSV Position: Q2 2026 in Review

Hickory Point Bank & Trust held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 400 shares worth $44.1K. The position accounts for 0.03% of the portfolio, ranked #236.

Hickory Point Bank & Trust first reported a position in IUSV in Q1 2026 and has held it in 2 quarters since. 371 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Hickory Point Bank & Trust held 400 shares of iShares Core S&P US Value ETF worth $44.1K as of Q2 2026.
  • Hickory Point Bank & Trust left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.03% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #236 holding.
  • Hickory Point Bank & Trust first reported a position in iShares Core S&P US Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 371 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.