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Caliber Wealth Management (Kansas)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Caliber Wealth Management (Kansas)’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 		$2.86M Sell
25,920
-1,051
-4% -$114K 0.28% 73
2026
Q1 		$2.76M Sell
26,971
-942
-3% -$98.8K 0.3% 70
2025
Q4 		$2.86M Sell
27,913
-1,054
-4% -$107K 0.31% 71
2025
Q3 		$2.9M Sell
28,967
-1,358
-4% -$132K 0.32% 72
2025
Q2 		$2.87M Sell
30,325
-452
-1% -$40.8K 0.31% 73
2025
Q1 		$2.84M Buy
+30,777
New +$2.89M 0.39% 68

Other funds holding IUSV

S
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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

Caliber Wealth Management (Kansas)'s IUSV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares Core S&P US Value ETF (IUSV) stake by 3.9% in Q2 2026, selling an estimated $114K and leaving 25,920 shares worth $2.86M. The position accounts for 0.28% of the portfolio, ranked #73.

Caliber Wealth Management (Kansas) first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.9M in Q3 2025. 308 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 25,920 shares of iShares Core S&P US Value ETF worth $2.86M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 1,051 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $114K.
  • iShares Core S&P US Value ETF made up 0.28% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #73 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s iShares Core S&P US Value ETF position peaked at $2.9M in Q3 2025.
  • 308 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.