Christensen King & Associates Investment Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Christensen King & Associates Investment Services’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	$373K	Hold	3,383	–	–	0.15%	75
2026 Q1	$346K	Sell	3,383 -206	-6%	-$21.6K	0.15%	73
2025 Q4	$368K	Buy	3,589 +5	+0.1%	+$507	0.16%	72
2025 Q3	$358K	Sell	3,584 -657	-15%	-$64K	0.15%	74
2025 Q2	$401K	Buy	4,241 +4	+0.1%	+$361	0.18%	67
2025 Q1	$393K	Sell	4,237 -6	-0.1%	-$563	0.19%	69
2024 Q4	$399K	Sell	4,243 -15	-0.4%	-$1.44K	0.19%	67
2024 Q3	$407K	Buy	4,258 +5	+0.1%	+$460	0.19%	67
2024 Q2	$375K	Buy	4,253 +4	+0.1%	+$353	0.18%	69
2024 Q1	$384K	Buy	4,249 +5	+0.1%	+$430	0.19%	67
2023 Q4	$358K	Buy	+4,244	New	+$331K	0.19%	67

Other funds holding IUSV

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Christensen King & Associates Investment Services's IUSV Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 3,383 shares worth $373K. The position accounts for 0.15% of the portfolio, ranked #75.

Christensen King & Associates Investment Services first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $407K in Q3 2024. 500 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Christensen King & Associates Investment Services held 3,383 shares of iShares Core S&P US Value ETF worth $373K as of Q2 2026.
Christensen King & Associates Investment Services left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.15% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #75 holding.
Christensen King & Associates Investment Services first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's iShares Core S&P US Value ETF position peaked at $407K in Q3 2024.
500 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.