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

WhitTier Trust Company’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	$532K	Hold	4,761	–	–	0.01%	385
2026 Q1	$491K	Hold	4,761	–	–	0.01%	381
2025 Q4	$499K	Hold	4,761	–	–	0.01%	364
2025 Q3	$479K	Sell	4,761 -9	-0.2%	-$876	0.01%	358
2025 Q2	$451K	Buy	4,770 +470	+11%	+$42.4K	0.01%	405
2025 Q1	$397K	Hold	4,300	–	–	0.01%	422
2024 Q4	$398K	Hold	4,300	–	–	0.01%	394
2024 Q3	$411K	Buy	+4,300	New	+$395K	0.01%	382
2022 Q3	–	Sell	-118	Closed	-$8K	–	1128
2022 Q2	$8K	Hold	118	–	–	﹤0.01%	952
2022 Q1	$9K	Hold	118	–	–	﹤0.01%	947
2021 Q4	$9K	Hold	118	–	–	﹤0.01%	921
2021 Q3	$8K	Hold	118	–	–	﹤0.01%	956
2021 Q2	$8K	Hold	118	–	–	﹤0.01%	890
2021 Q1	$8K	Hold	118	–	–	﹤0.01%	876
2020 Q4	$7K	Hold	118	–	–	﹤0.01%	869
2020 Q3	$6K	Hold	118	–	–	﹤0.01%	861
2020 Q2	$6K	Hold	118	–	–	﹤0.01%	840
2020 Q1	$5K	Hold	118	–	–	﹤0.01%	862
2019 Q4	$7K	Hold	118	–	–	﹤0.01%	889
2019 Q3	$7K	Hold	118	–	–	﹤0.01%	873
2019 Q2	$7K	Hold	118	–	–	﹤0.01%	874
2019 Q1	$6K	Hold	118	–	–	﹤0.01%	896
2018 Q4	$6K	Hold	118	–	–	﹤0.01%	903
2018 Q3	$7K	Hold	118	–	–	﹤0.01%	843
2018 Q2	$6K	Hold	118	–	–	﹤0.01%	861
2018 Q1	$6K	Hold	118	–	–	﹤0.01%	891
2017 Q4	$7K	Hold	118	–	–	﹤0.01%	833
2017 Q3	$6K	Hold	118	–	–	﹤0.01%	842
2017 Q2	$6K	Buy	+118	New	+$5.96K	﹤0.01%	815
2015 Q4	–	Sell	-261	Closed	-$11K	–	893
2015 Q3	$11K	Hold	261	–	–	﹤0.01%	772
2015 Q2	$12K	Hold	261	–	–	﹤0.01%	779
2015 Q1	$12K	Hold	261	–	–	﹤0.01%	776
2014 Q4	$12K	Hold	261	–	–	﹤0.01%	775
2014 Q3	$11K	Hold	261	–	–	﹤0.01%	782
2014 Q2	$12K	Hold	261	–	–	﹤0.01%	773
2014 Q1	$11K	Buy	+261	New	+$10.7K	﹤0.01%	804

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

WhitTier Trust Company's IUSV Position: Q2 2026 in Review

WhitTier Trust Company held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 4,761 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #385.

WhitTier Trust Company first reported a position in IUSV in Q1 2014 and has held it in 36 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

WhitTier Trust Company held 4,761 shares of iShares Core S&P US Value ETF worth $532K as of Q2 2026.
WhitTier Trust Company left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #385 holding.
WhitTier Trust Company first reported a position in iShares Core S&P US Value ETF in Q1 2014 and has held it in 36 quarters since.
812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.