Financial Partners Group (Kansas)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Financial Partners Group (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	$17.6M	Sell	159,702 -1,693	-1%	-$183K	1.79%	14
2026 Q1	$16.5M	Buy	161,395 +1,031	+0.6%	+$108K	1.97%	13
2025 Q4	$16.9M	Buy	160,364 +1	+0%	+$101	1.95%	15
2025 Q3	$16M	Buy	160,363 +194	+0.1%	+$18.9K	2%	15
2025 Q2	$15.2M	Buy	160,169 +8,547	+6%	+$771K	2.1%	15
2025 Q1	$14M	Buy	151,622 +11,180	+8%	+$1.05M	2.16%	16
2024 Q4	$13M	Buy	140,442 +90,565	+182%	+$8.71M	1.9%	19
2024 Q3	$4.76M	Buy	49,877 +45,054	+934%	+$4.14M	0.7%	35
2024 Q2	$425K	Buy	+4,823	New	+$425K	0.07%	115

Other funds holding IUSV

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

LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 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

Financial Partners Group (Kansas)'s IUSV Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its iShares Core S&P US Value ETF (IUSV) stake by 1% in Q2 2026, selling an estimated $183K and leaving 159,702 shares worth $17.6M. The position accounts for 1.79% of the portfolio, ranked #14.

Financial Partners Group (Kansas) first reported a position in IUSV in Q2 2024 and has held it in 9 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Financial Partners Group (Kansas) held 159,702 shares of iShares Core S&P US Value ETF worth $17.6M as of Q2 2026.
Financial Partners Group (Kansas) sold 1,693 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $183K.
iShares Core S&P US Value ETF made up 1.79% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #14 holding.
Financial Partners Group (Kansas) first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 9 quarters since.
809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.