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Missouri Trust & Investment Company’s iShares Core S&P US Value ETF IUSV Stock Holding History

Missouri Trust & Investment Company’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
Q1 		$10.2K Hold
100
– – ﹤0.01% 330
2025
Q4 		$10.3K Hold
100
– – ﹤0.01% 320
2025
Q3 		$9.99K Hold
100
– – ﹤0.01% 334
2025
Q2 		$9.46K Hold
100
– – ﹤0.01% 327
2025
Q1 		$9.23K Sell
100
-39
-28% -$3.66K ﹤0.01% 320
2024
Q4 		$12.9K Hold
139
– – ﹤0.01% 298
2024
Q3 		$13.3K Hold
139
– – ﹤0.01% 281
2024
Q2 		$12.3K Hold
139
– – ﹤0.01% 283
2024
Q1 		$12.6K Hold
139
– – ﹤0.01% 288
2023
Q4 		$11.7K Buy
+139
New +$10.8K ﹤0.01% 287

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Missouri Trust & Investment Company's IUSV Position: Q1 2026 in Review

Missouri Trust & Investment Company held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 100 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Missouri Trust & Investment Company first reported a position in IUSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.3K in Q3 2024. 788 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Missouri Trust & Investment Company held 100 shares of iShares Core S&P US Value ETF worth $10.2K as of Q1 2026.
  • Missouri Trust & Investment Company left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #330 holding.
  • Missouri Trust & Investment Company first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Missouri Trust & Investment Company's iShares Core S&P US Value ETF position peaked at $13.3K in Q3 2024.
  • 788 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.