Trust Company of Vermont’s iShares Core S&P US Value ETF IUSV Stock Holding History

Trust Company of Vermont’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	$367K	Buy	+3,334	New	+$361K	0.01%	295
2025 Q4	$366K	Buy	3,573 +2,042	+133%	+$207K	0.02%	286
2025 Q3	$153K	Buy	1,531 +842	+122%	+$82K	0.01%	385
2025 Q2	$65.2K	Hold	689	–	–	﹤0.01%	510
2025 Q1	$63.6K	Hold	689	–	–	﹤0.01%	487
2024 Q4	$63.8K	Hold	689	–	–	﹤0.01%	498
2024 Q3	$65.8K	Hold	689	–	–	﹤0.01%	482
2024 Q2	$60.7K	Buy	689 +75	+12%	+$6.61K	﹤0.01%	464
2024 Q1	$55.5K	Buy	614 +368	+150%	+$31.7K	﹤0.01%	472
2023 Q4	$20.7K	Hold	246	–	–	﹤0.01%	541
2023 Q3	$18.4K	Buy	246 +105	+74%	+$8.24K	﹤0.01%	584
2023 Q2	$11K	Hold	141	–	–	﹤0.01%	661
2023 Q1	$10.4K	Hold	141	–	–	﹤0.01%	704
2022 Q4	$9.96K	Hold	141	–	–	﹤0.01%	692
2022 Q3	$9K	Hold	141	–	–	﹤0.01%	732
2022 Q2	$9K	Buy	+141	New	+$10.1K	﹤0.01%	701
2022 Q1	–	Sell	-141	Closed	-$11K	–	539
2021 Q4	$11K	Buy	+141	New	+$10.5K	﹤0.01%	658
2021 Q3	–	Sell	-141	Closed	-$10K	–	518
2021 Q2	$10K	Hold	141	–	–	﹤0.01%	640
2021 Q1	$10K	Hold	141	–	–	﹤0.01%	630
2020 Q4	$9K	Buy	+141	New	+$8.26K	﹤0.01%	641

Other funds holding IUSV

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Trust Company of Vermont's IUSV Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 3,334 shares worth $367K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in IUSV as recently as Q4 2025.

Trust Company of Vermont first reported a position in IUSV in Q4 2020 and has held it in 20 quarters since. 511 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Trust Company of Vermont held 3,334 shares of iShares Core S&P US Value ETF worth $367K as of Q2 2026.
iShares Core S&P US Value ETF was a new Trust Company of Vermont position in Q2 2026.
iShares Core S&P US Value ETF made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #295 holding.
Trust Company of Vermont first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 20 quarters since.
511 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.