Iams Wealth Management’s US Bancorp USB Stock Holding History

Iams Wealth Management’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Sell	23,747 -11,616	-33%	-$651K	0.43%	67
2026 Q1	$1.84M	Sell	35,363 -441	-1%	-$24.2K	0.64%	54
2025 Q4	$1.91M	Sell	35,804 -1,819	-5%	-$89.5K	0.69%	49
2025 Q3	$1.82M	Sell	37,623 -1,721	-4%	-$81.4K	0.73%	45
2025 Q2	$1.78M	Sell	39,344 -1,697	-4%	-$71.4K	0.82%	39
2025 Q1	$1.73M	Buy	41,041 +6,473	+19%	+$299K	0.79%	46
2024 Q4	$1.65M	Buy	34,568 +69	+0.2%	+$3.39K	0.76%	45
2024 Q3	$1.58M	Buy	34,499 +1,220	+4%	+$53.5K	0.77%	42
2024 Q2	$1.32M	Buy	33,279 +4,562	+16%	+$186K	0.72%	45
2024 Q1	$1.18M	Sell	28,717 -3,397	-11%	-$143K	0.72%	44
2023 Q4	$1.39M	Sell	32,114 -793	-2%	-$29K	0.9%	36
2023 Q3	$1.09M	Buy	+32,907	New	+$1.2M	0.75%	45
2023 Q2	–	Sell	-26,752	Closed	-$865K	–	220
2023 Q1	$950K	Buy	26,752 +11,744	+78%	+$523K	0.79%	41
2022 Q4	$655K	Buy	+15,008	New	+$642K	0.67%	48

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Iams Wealth Management's USB Position: Q2 2026 in Review

Iams Wealth Management reduced its US Bancorp (USB) stake by 33% in Q2 2026, selling an estimated $651K and leaving 23,747 shares worth $1.43M. The position accounts for 0.43% of the portfolio, ranked #67.

Iams Wealth Management first reported a position in USB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.91M in Q4 2025. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Iams Wealth Management held 23,747 shares of US Bancorp worth $1.43M as of Q2 2026.
Iams Wealth Management sold 11,616 US Bancorp shares in Q2 2026, an estimated $651K.
US Bancorp made up 0.43% of Iams Wealth Management's portfolio in Q2 2026, its #67 holding.
Iams Wealth Management first reported a position in US Bancorp in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's US Bancorp position peaked at $1.91M in Q4 2025.
2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.