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MidFirst Bank’s iShares Core S&P US Value ETF IUSV Stock Holding History

MidFirst Bank’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 		$47.1K Sell
428
-6
-1% -$649 ﹤0.01% 396
2026
Q1 		$44.4K Sell
434
-23
-5% -$2.41K ﹤0.01% 395
2025
Q4 		$46.9K Buy
+457
New +$46.3K ﹤0.01% 466

Other funds holding IUSV

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MidFirst Bank's IUSV Position: Q2 2026 in Review

MidFirst Bank reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.4% in Q2 2026, selling an estimated $649 and leaving 428 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

MidFirst Bank first reported a position in IUSV in Q4 2025 and has held it in 3 quarters since. 717 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • MidFirst Bank held 428 shares of iShares Core S&P US Value ETF worth $47.1K as of Q2 2026.
  • MidFirst Bank sold 6 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $649.
  • iShares Core S&P US Value ETF made up ﹤0.01% of MidFirst Bank's portfolio in Q2 2026, its #396 holding.
  • MidFirst Bank first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 717 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.