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Thurston Springer Miller Herd & Titak’s iShares Core S&P US Value ETF IUSV Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$227K Buy
2,059
+251
+14% +$27.2K 0.08% 233
2026
Q1 		$185K Buy
1,808
+1,464
+426% +$154K 0.08% 270
2025
Q4 		$35.3K Buy
+344
New +$34.9K 0.01% 580
2025
Q3 		– Sell
-199
Closed -$18.8K – 963
2025
Q2 		$18.8K Buy
199
+51
+34% +$4.6K ﹤0.01% 965
2025
Q1 		$13.7K Hold
148
– – ﹤0.01% 1003
2024
Q4 		$13.7K Hold
148
– – ﹤0.01% 813
2024
Q3 		$14.1K Hold
148
– – ﹤0.01% 926
2024
Q2 		$13K Buy
+148
New +$13K ﹤0.01% 925

Other funds holding IUSV

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's IUSV Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its iShares Core S&P US Value ETF (IUSV) stake by 14% in Q2 2026, buying an estimated $27.2K and bringing the position to 2,059 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #233.

Thurston Springer Miller Herd & Titak first reported a position in IUSV in Q2 2024 and has held it in 8 quarters since. 302 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 2,059 shares of iShares Core S&P US Value ETF worth $227K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak bought 251 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $27.2K.
  • iShares Core S&P US Value ETF made up 0.08% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #233 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.