Keystone Financial Group (Kentucky)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Keystone Financial Group (Kentucky)’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	$203K	Buy	+1,984	New	+$208K	0.01%	485

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

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

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

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

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

Keystone Financial Group (Kentucky)'s IUSV Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 1,984 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #485 among its holdings.

786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Keystone Financial Group (Kentucky) held 1,984 shares of iShares Core S&P US Value ETF worth $203K as of Q1 2026.
iShares Core S&P US Value ETF was a new Keystone Financial Group (Kentucky) position in Q1 2026.
iShares Core S&P US Value ETF made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #485 holding.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.