BOLTON SECURITIES CORPORATION’s iShares Core S&P US Value ETF IUSV Stock Holding History

BOLTON SECURITIES CORPORATION’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	$576K	Buy	+5,631	New	+$590K	0.03%	497

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 22.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IUSV Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 5,631 shares worth $576K. The stake represents 0.03% of the portfolio and ranks #497 among its holdings.

798 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

BOLTON SECURITIES CORPORATION held 5,631 shares of iShares Core S&P US Value ETF worth $576K as of Q1 2026.
iShares Core S&P US Value ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
iShares Core S&P US Value ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #497 holding.
798 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.