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 -184	-37%	-$19.9K	0.01%	188
2026 Q1	$51.2K	Hold	499	–	–	0.02%	165
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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

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 37% in Q2 2026, selling an estimated $19.9K 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. 149 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 184 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $19.9K.
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.
149 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.