Kayne Anderson Rudnick Investment Management
IUSV icon

Kayne Anderson Rudnick Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$15.6M Buy
153,047
+2,426
+2% +$254K 0.05% 204
2025
Q4 		$15.4M Buy
150,621
+1,832
+1% +$186K 0.04% 209
2025
Q3 		$14.9M Sell
148,789
-11,347
-7% -$1.1M 0.04% 214
2025
Q2 		$15.2M Sell
160,136
-570
-0.4% -$51.4K 0.04% 213
2025
Q1 		$14.8M Buy
160,706
+2,771
+2% +$260K 0.04% 219
2024
Q4 		$14.6M Buy
157,935
+7,503
+5% +$722K 0.03% 224
2024
Q3 		$14.4M Sell
150,432
-2,318
-2% -$213K 0.03% 217
2024
Q2 		$13.5M Sell
152,750
-7,622
-5% -$672K 0.03% 227
2024
Q1 		$14.5M Buy
160,372
+8,745
+6% +$753K 0.03% 227
2023
Q4 		$12.8M Buy
151,627
+4,931
+3% +$384K 0.03% 234
2023
Q3 		$10.9M Buy
146,696
+11,678
+9% +$917K 0.03% 245
2023
Q2 		$10.6M Buy
135,018
+26,503
+24% +$1.98M 0.03% 250
2023
Q1 		$8.01M Buy
108,515
+2,234
+2% +$165K 0.02% 262
2022
Q4 		$7.5M Buy
106,281
+4,611
+5% +$321K 0.02% 278
2022
Q3 		$6.36M Buy
101,670
+13,108
+15% +$905K 0.02% 268
2022
Q2 		$5.92M Sell
88,562
-25,575
-22% -$1.84M 0.02% 272
2022
Q1 		$8.65M Buy
114,137
+27,865
+32% +$2.09M 0.02% 251
2021
Q4 		$6.58M Buy
86,272
+19,118
+28% +$1.42M 0.02% 266
2021
Q3 		$4.76M Sell
67,154
-187
-0.3% -$13.6K 0.01% 272
2021
Q2 		$4.84M Buy
67,341
+29,724
+79% +$2.14M 0.01% 268
2021
Q1 		$2.59M Buy
+37,617
New +$2.47M 0.01% 289

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Kayne Anderson Rudnick Investment Management's IUSV Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.6% in Q1 2026, buying an estimated $254K and bringing the position to 153,047 shares worth $15.6M. The position accounts for 0.05% of the portfolio, ranked #204.

Kayne Anderson Rudnick Investment Management first reported a position in IUSV in Q1 2021 and has held it in 21 quarters since. 788 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 153,047 shares of iShares Core S&P US Value ETF worth $15.6M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management bought 2,426 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $254K.
  • iShares Core S&P US Value ETF made up 0.05% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #204 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 788 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.