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

Kestra 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
Q2 		$492M Buy
4,464,120
+570,749
+15% +$61.8M 9.53% 1
2026
Q1 		$398M Buy
3,893,371
+121,202
+3% +$12.7M 6.87% 1
2025
Q4 		$387M Buy
3,772,169
+401,238
+12% +$40.7M 9.46% 1
2025
Q3 		$337M Buy
3,370,931
+334,087
+11% +$32.5M 9.04% 1
2025
Q2 		$287M Buy
3,036,844
+269,294
+10% +$24.3M 8.71% 1
2025
Q1 		$255M Buy
2,767,550
+181,161
+7% +$17M 8% 1
2024
Q4 		$239M Buy
2,586,389
+265,001
+11% +$25.5M 9.41% 1
2024
Q3 		$222M Buy
2,321,388
+806,039
+53% +$74.1M 9.52% 1
2024
Q2 		$134M Buy
+1,515,349
New +$134M 9.09% 1

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Investment Management's IUSV Position: Q2 2026 in Review

Kestra Investment Management increased its iShares Core S&P US Value ETF (IUSV) stake by 15% in Q2 2026, buying an estimated $61.8M and bringing the position to 4,464,120 shares worth $492M. The position accounts for 9.53% of the portfolio, ranked #1.

Kestra Investment Management 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.

  • Kestra Investment Management held 4,464,120 shares of iShares Core S&P US Value ETF worth $492M as of Q2 2026.
  • Kestra Investment Management bought 570,749 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $61.8M.
  • iShares Core S&P US Value ETF made up 9.53% of Kestra Investment Management's portfolio in Q2 2026, its #1 holding.
  • Kestra Investment Management 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 Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.