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HM Payson & Co’s iShares Core S&P US Value ETF IUSV Stock Holding History

HM Payson & Co’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 		$6.83K Buy
62
+33
+114% +$3.57K ﹤0.01% 960
2026
Q1 		$2.97K Hold
29
– – ﹤0.01% 1011
2025
Q4 		$2.97K Buy
+29
New +$2.94K ﹤0.01% 1018
2024
Q3 		– Sell
-93
Closed -$8.2K – 1143
2024
Q2 		$8.2K Buy
+93
New +$8.2K ﹤0.01% 852
2023
Q4 		– Sell
-53
Closed -$3.96K – 1004
2023
Q3 		$3.96K Buy
+53
New +$4.16K ﹤0.01% 889

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

HM Payson & Co's IUSV Position: Q2 2026 in Review

HM Payson & Co increased its iShares Core S&P US Value ETF (IUSV) stake by 114% in Q2 2026, buying an estimated $3.57K and bringing the position to 62 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

HM Payson & Co first reported a position in IUSV in Q3 2023 and has held it in 5 quarters since. The position peaked at $8.2K in Q2 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • HM Payson & Co held 62 shares of iShares Core S&P US Value ETF worth $6.83K as of Q2 2026.
  • HM Payson & Co bought 33 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.57K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #960 holding.
  • HM Payson & Co first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 5 quarters since.
  • HM Payson & Co's iShares Core S&P US Value ETF position peaked at $8.2K in Q2 2024.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.