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Old Point Trust & Financial Services N A’s iShares Core S&P US Value ETF IUSV Stock Holding History

Old Point Trust & Financial Services N A’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 		$3.99M Buy
39,026
+7,939
+26% +$833K 1.28% 25
2025
Q4 		$3.19M Buy
31,087
+14,186
+84% +$1.44M 0.99% 29
2025
Q3 		$1.69M Buy
16,901
+9,536
+129% +$928K 0.55% 44
2025
Q2 		$697K Buy
7,365
+745
+11% +$67.2K 0.24% 77
2025
Q1 		$611K Buy
6,620
+3,080
+87% +$289K 0.21% 84
2024
Q4 		$328K Buy
+3,540
New +$340K 0.12% 102

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Old Point Trust & Financial Services N A's IUSV Position: Q1 2026 in Review

Old Point Trust & Financial Services N A increased its iShares Core S&P US Value ETF (IUSV) stake by 26% in Q1 2026, buying an estimated $833K and bringing the position to 39,026 shares worth $3.99M. The position accounts for 1.28% of the portfolio, ranked #25.

Old Point Trust & Financial Services N A first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Old Point Trust & Financial Services N A held 39,026 shares of iShares Core S&P US Value ETF worth $3.99M as of Q1 2026.
  • Old Point Trust & Financial Services N A bought 7,939 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $833K.
  • iShares Core S&P US Value ETF made up 1.28% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #25 holding.
  • Old Point Trust & Financial Services N A first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.