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 Q2	$4.77M	Buy	43,291 +4,265	+11%	+$462K	1.45%	22
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 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 22.96% 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

Old Point Trust & Financial Services N A's IUSV Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its iShares Core S&P US Value ETF (IUSV) stake by 11% in Q2 2026, buying an estimated $462K and bringing the position to 43,291 shares worth $4.77M. The position accounts for 1.45% of the portfolio, ranked #22.

Old Point Trust & Financial Services N A first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Old Point Trust & Financial Services N A held 43,291 shares of iShares Core S&P US Value ETF worth $4.77M as of Q2 2026.
Old Point Trust & Financial Services N A bought 4,265 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $462K.
iShares Core S&P US Value ETF made up 1.45% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #22 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 7 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.