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Trust Point Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

Trust Point Inc’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 		$766K Buy
6,958
+358
+5% +$38.7K 0.07% 153
2026
Q1 		$675K Hold
6,600
– – 0.06% 179
2025
Q4 		$677K Hold
6,600
– – 0.05% 173
2025
Q3 		$660K Hold
6,600
– – 0.05% 168
2025
Q2 		$625K Hold
6,600
– – 0.06% 148
2025
Q1 		$609K Hold
6,600
– – 0.06% 189
2024
Q4 		$611K Buy
+6,600
New +$635K 0.04% 250

Other funds holding IUSV

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
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Point Inc's IUSV Position: Q2 2026 in Review

Trust Point Inc increased its iShares Core S&P US Value ETF (IUSV) stake by 5.4% in Q2 2026, buying an estimated $38.7K and bringing the position to 6,958 shares worth $766K. The position accounts for 0.07% of the portfolio, ranked #153.

Trust Point Inc first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 225 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Trust Point Inc held 6,958 shares of iShares Core S&P US Value ETF worth $766K as of Q2 2026.
  • Trust Point Inc bought 358 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $38.7K.
  • iShares Core S&P US Value ETF made up 0.07% of Trust Point Inc's portfolio in Q2 2026, its #153 holding.
  • Trust Point Inc first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.