KCM Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

KCM Investment Advisors’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
2024 Q2	–	Sell	-11,935	Closed	-$1.08M	–	375
2024 Q1	$1.08M	Hold	11,935	–	–	0.04%	209
2023 Q4	$1.01M	Hold	11,935	–	–	0.04%	212
2023 Q3	$891K	Sell	11,935 -250	-2%	-$19.6K	0.04%	212
2023 Q2	$954K	Hold	12,185	–	–	0.04%	210
2023 Q1	$899K	Hold	12,185	–	–	0.04%	220
2022 Q4	$861K	Buy	+12,185	New	+$847K	0.04%	219
2017 Q4	–	Sell	-4,608	Closed	-$241K	–	522
2017 Q3	$241K	Hold	4,608	–	–	0.01%	474
2017 Q2	$235K	Hold	4,608	–	–	0.01%	490
2017 Q1	$233K	Hold	4,608	–	–	0.01%	487
2016 Q4	$226K	Hold	4,608	–	–	0.02%	489
2016 Q3	$212K	Hold	4,608	–	–	0.01%	509
2016 Q2	$206K	Buy	+4,608	New	+$202K	0.01%	500
2014 Q2	–	Sell	-5,142	Closed	-$216K	–	490
2014 Q1	$216K	Hold	5,142	–	–	0.02%	427
2013 Q4	$212K	Buy	+5,142	New	+$204K	0.02%	422

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCM Investment Advisors's IUSV Position: Q2 2024 in Review

KCM Investment Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 11,935 shares — an estimated $1.08M sold.

KCM Investment Advisors first reported a position in IUSV in Q4 2013 and held it in 14 quarters. The position peaked at $1.08M in Q1 2024. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

KCM Investment Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
KCM Investment Advisors sold 11,935 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $1.08M.
KCM Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2013 and held it in 14 quarters.
KCM Investment Advisors's iShares Core S&P US Value ETF position peaked at $1.08M in Q1 2024.
651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on KCM Investment Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.