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Independence Bank of Kentucky’s iShares Core S&P US Value ETF IUSV Stock Holding History

Independence Bank of Kentucky’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 		$11K Hold
100
– – ﹤0.01% 497
2026
Q1 		$10.2K Hold
100
– – ﹤0.01% 522
2025
Q4 		$10.3K Hold
100
– – ﹤0.01% 530
2025
Q3 		$9.99K Hold
100
– – ﹤0.01% 533
2025
Q2 		$9.46K Hold
100
– – ﹤0.01% 532
2025
Q1 		$9.23K Hold
100
– – ﹤0.01% 523
2024
Q4 		$9.26K Hold
100
– – ﹤0.01% 522
2024
Q3 		$9.55K Hold
100
– – ﹤0.01% 491
2024
Q2 		$8.81K Hold
100
– – ﹤0.01% 456
2024
Q1 		$9.04K Hold
100
– – ﹤0.01% 446
2023
Q4 		$8.43K Hold
100
– – ﹤0.01% 430
2023
Q3 		$7.46K Hold
100
– – ﹤0.01% 405
2023
Q2 		$7.83K Buy
+100
New +$7.47K ﹤0.01% 401

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Independence Bank of Kentucky's IUSV Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 100 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Independence Bank of Kentucky first reported a position in IUSV in Q2 2023 and has held it in 13 quarters since. 511 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Independence Bank of Kentucky held 100 shares of iShares Core S&P US Value ETF worth $11K as of Q2 2026.
  • Independence Bank of Kentucky left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #497 holding.
  • Independence Bank of Kentucky first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.