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Security National Bank of Sioux City Iowa’s iShares Core S&P US Value ETF IUSV Stock Holding History

Security National Bank of Sioux City Iowa’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 		$59.3K Buy
+538
New +$58.2K 0.02% 171

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Morgan Stanley
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Jones Financial Companies
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Security National Bank of Sioux City Iowa's IUSV Position: Q2 2026 in Review

Security National Bank of Sioux City Iowa opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 538 shares worth $59.3K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings.

814 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Security National Bank of Sioux City Iowa held 538 shares of iShares Core S&P US Value ETF worth $59.3K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Security National Bank of Sioux City Iowa position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.02% of Security National Bank of Sioux City Iowa's portfolio in Q2 2026, its #171 holding.
  • 814 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2026, filed 18 Sep 2026.