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Kings Path Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Kings Path Partners’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 		$34.7K Sell
315
-36
-10% -$3.9K 0.01% 188
2026
Q1 		$35.9K Sell
351
-148
-30% -$15.5K 0.01% 178
2025
Q4 		$51.2K Sell
499
-128
-20% -$13K 0.02% 165
2025
Q3 		$62.7K Sell
627
-48
-7% -$4.67K 0.02% 155
2025
Q2 		$63.9K Hold
675
– – 0.03% 147
2025
Q1 		$62.3K Hold
675
– – 0.03% 143
2024
Q4 		$62.5K Sell
675
-505
-43% -$48.6K 0.03% 167
2024
Q3 		$113K Buy
1,180
+474
+67% +$43.6K 0.05% 136
2024
Q2 		$62.2K Buy
+706
New +$62.2K 0.03% 153

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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Kings Path Partners's IUSV Position: Q2 2026 in Review

Kings Path Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 10% in Q2 2026, selling an estimated $3.9K and leaving 315 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #188.

Kings Path Partners first reported a position in IUSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $113K in Q3 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Kings Path Partners held 315 shares of iShares Core S&P US Value ETF worth $34.7K as of Q2 2026.
  • Kings Path Partners sold 36 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.9K.
  • iShares Core S&P US Value ETF made up 0.01% of Kings Path Partners's portfolio in Q2 2026, its #188 holding.
  • Kings Path Partners first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Kings Path Partners's iShares Core S&P US Value ETF position peaked at $113K in Q3 2024.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.