Morton Brown Family Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Morton Brown Family Wealth’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	$63.7K	Hold	578	–	–	0.01%	115
2026 Q1	$59.1K	Hold	578	–	–	0.02%	111
2025 Q4	$59.3K	Hold	578	–	–	0.02%	107
2025 Q3	$57.8K	Hold	578	–	–	0.02%	101
2025 Q2	$54.7K	Hold	578	–	–	0.02%	100
2025 Q1	$53.3K	Hold	578	–	–	0.02%	99
2024 Q4	$53.5K	Sell	578 -212	-27%	-$20.4K	0.02%	102
2024 Q3	$75.4K	Hold	790	–	–	0.03%	82
2024 Q2	$72.1K	Hold	790	–	–	0.03%	81
2024 Q1	$71.4K	Hold	790	–	–	0.03%	77
2023 Q4	$66.6K	Sell	790 -659	-45%	-$51.3K	0.03%	84
2023 Q3	$108K	Hold	1,449	–	–	0.06%	55
2023 Q2	$113K	Hold	1,449	–	–	0.06%	57
2023 Q1	$107K	Hold	1,449	–	–	0.06%	60
2022 Q4	$102K	Hold	1,449	–	–	0.07%	62
2022 Q3	$91K	Hold	1,449	–	–	0.07%	58
2022 Q2	$97K	Hold	1,449	–	–	0.08%	54
2022 Q1	$110K	Hold	1,449	–	–	0.08%	54
2021 Q4	$111K	Buy	+1,449	New	+$107K	0.09%	56

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Morton Brown Family Wealth's IUSV Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 578 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #115.

Morton Brown Family Wealth first reported a position in IUSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $113K in Q2 2023. 814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Morton Brown Family Wealth held 578 shares of iShares Core S&P US Value ETF worth $63.7K as of Q2 2026.
Morton Brown Family Wealth 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 Morton Brown Family Wealth's portfolio in Q2 2026, its #115 holding.
Morton Brown Family Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's iShares Core S&P US Value ETF position peaked at $113K in Q2 2023.
814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.