CAG
IUSV icon

Crestwood Advisors Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Crestwood Advisors Group’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 		$11.6M Buy
104,872
+53
+0.1% +$5.74K 0.17% 100
2026
Q1 		$10.7M Buy
104,819
+80,138
+325% +$8.4M 0.18% 101
2025
Q4 		$2.53M Buy
24,681
+1,306
+6% +$132K 0.04% 196
2025
Q3 		$2.34M Buy
23,375
+564
+2% +$54.9K 0.04% 198
2025
Q2 		$2.16M Buy
22,811
+961
+4% +$86.7K 0.04% 197
2025
Q1 		$2.02M Sell
21,850
-47
-0.2% -$4.41K 0.04% 199
2024
Q4 		$2.03M Buy
21,897
+1,786
+9% +$172K 0.04% 187
2024
Q3 		$1.92M Sell
20,111
-381
-2% -$35K 0.04% 188
2024
Q2 		$1.81M Buy
20,492
+97
+0.5% +$8.55K 0.04% 183
2024
Q1 		$1.84M Buy
20,395
+522
+3% +$44.9K 0.04% 175
2023
Q4 		$1.68M Sell
19,873
-3,740
-16% -$291K 0.04% 172
2023
Q3 		$1.76M Buy
+23,613
New +$1.85M 0.05% 162

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
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

Crestwood Advisors Group's IUSV Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares Core S&P US Value ETF (IUSV) stake by 0.05% in Q2 2026, buying an estimated $5.74K and bringing the position to 104,872 shares worth $11.6M. The position accounts for 0.17% of the portfolio, ranked #100.

Crestwood Advisors Group first reported a position in IUSV in Q3 2023 and has held it in 12 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Crestwood Advisors Group held 104,872 shares of iShares Core S&P US Value ETF worth $11.6M as of Q2 2026.
  • Crestwood Advisors Group bought 53 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $5.74K.
  • iShares Core S&P US Value ETF made up 0.17% of Crestwood Advisors Group's portfolio in Q2 2026, its #100 holding.
  • Crestwood Advisors Group first reported a position in iShares Core S&P US Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.