Winthrop Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Winthrop Capital Management’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 Q1	$50K	Hold	488	–	–	0.01%	183
2025 Q4	$50K	Hold	488	–	–	0.01%	187
2025 Q3	$49K	Hold	488	–	–	0.01%	170
2025 Q2	$46K	Hold	488	–	–	0.01%	181
2025 Q1	$45K	Hold	488	–	–	0.01%	161
2024 Q4	$45K	Buy	+488	New	+$46.9K	0.01%	171
2024 Q1	–	Sell	-488	Closed	-$41.2K	–	217
2023 Q4	$41.2K	Buy	+488	New	+$38K	0.01%	169

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Winthrop Capital Management's IUSV Position: Q1 2026 in Review

Winthrop Capital Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 488 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #183.

Winthrop Capital Management first reported a position in IUSV in Q4 2023 and has held it in 7 quarters since. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Winthrop Capital Management held 488 shares of iShares Core S&P US Value ETF worth $50K as of Q1 2026.
Winthrop Capital Management left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
iShares Core S&P US Value ETF made up 0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #183 holding.
Winthrop Capital Management first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 7 quarters since.
787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.