Ken Fisher
IUSV icon

Ken Fisher’s iShares Core S&P US Value ETF IUSV Stock Holding History

Ken Fisher’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 		$269K Sell
2,633
-1,628
-38% -$171K ﹤0.01% 923
2025
Q4 		$437K Buy
4,261
+1,881
+79% +$191K ﹤0.01% 799
2025
Q3 		$238K Buy
+2,380
New +$232K ﹤0.01% 942
2025
Q1 		– Sell
-7,324
Closed -$678K – 1040
2024
Q4 		$678K Buy
+7,324
New +$704K ﹤0.01% 723

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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 $5.8B AUM 14.71% 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

Ken Fisher's IUSV Position: Q1 2026 in Review

Ken Fisher reduced its iShares Core S&P US Value ETF (IUSV) stake by 38% in Q1 2026, selling an estimated $171K and leaving 2,633 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Ken Fisher first reported a position in IUSV in Q4 2024 and has held it in 4 quarters since. The position peaked at $678K in Q4 2024. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Ken Fisher held 2,633 shares of iShares Core S&P US Value ETF worth $269K as of Q1 2026.
  • Ken Fisher sold 1,628 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $171K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #923 holding.
  • Ken Fisher first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 4 quarters since.
  • Ken Fisher's iShares Core S&P US Value ETF position peaked at $678K in Q4 2024.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.