KFI
IUSV icon

Key Financial Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

Key Financial Inc’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 		$229K Hold
2,244
– – 0.04% 275
2025
Q4 		$230K Sell
2,244
-98
-4% -$9.94K 0.04% 267
2025
Q3 		$235K Sell
2,342
-154
-6% -$15K 0.04% 266
2025
Q2 		$236K Sell
2,496
-119
-5% -$10.7K 0.05% 251
2025
Q1 		$241K Buy
2,615
+670
+34% +$62.9K 0.05% 233
2024
Q4 		$180K Buy
1,945
+1,408
+262% +$135K 0.04% 267
2024
Q3 		$51.3K Hold
537
– – 0.01% 476
2024
Q2 		$47.3K Hold
537
– – 0.01% 481
2024
Q1 		$48.6K Hold
537
– – 0.01% 445
2023
Q4 		$45.3K Hold
537
– – 0.01% 446
2023
Q3 		$40.1K Hold
537
– – 0.01% 442
2023
Q2 		$42K Hold
537
– – 0.01% 440
2023
Q1 		$39.6K Buy
537
+199
+59% +$14.7K 0.01% 428
2022
Q4 		$21.2K Hold
338
– – 0.01% 488
2022
Q3 		$21K Hold
338
– – 0.01% 489
2022
Q2 		$23K Buy
338
+282
+504% +$20.3K 0.01% 482
2022
Q1 		$4K Hold
56
– – ﹤0.01% 829
2021
Q4 		$4K Buy
+56
New +$4.15K ﹤0.01% 743
2020
Q2 		– Sell
-79
Closed -$4K – 360
2020
Q1 		$4K Buy
+79
New +$4.54K ﹤0.01% 529

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 $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Key Financial Inc's IUSV Position: Q1 2026 in Review

Key Financial Inc held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,244 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #275.

Key Financial Inc first reported a position in IUSV in Q1 2020 and has held it in 19 quarters since. The position peaked at $241K in Q1 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Key Financial Inc held 2,244 shares of iShares Core S&P US Value ETF worth $229K as of Q1 2026.
  • Key Financial Inc left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #275 holding.
  • Key Financial Inc first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 19 quarters since.
  • Key Financial Inc's iShares Core S&P US Value ETF position peaked at $241K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.