KWM
IUSV icon

Kingsview Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Kingsview Wealth 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
Q1 		$907K Buy
8,868
+998
+13% +$105K 0.01% 714
2025
Q4 		$807K Buy
7,870
+686
+10% +$69.6K 0.01% 694
2025
Q3 		$718K Buy
7,184
+1,380
+24% +$134K 0.01% 699
2025
Q2 		$549K Sell
5,804
-71
-1% -$6.41K 0.01% 741
2025
Q1 		$542K Buy
5,875
+845
+17% +$79.3K 0.01% 701
2024
Q4 		$466K Buy
5,030
+1,131
+29% +$109K 0.01% 767
2024
Q3 		$372K Buy
3,899
+549
+16% +$50.5K 0.01% 803
2024
Q2 		$295K Buy
3,350
+129
+4% +$11.4K 0.01% 841
2024
Q1 		$291K Sell
3,221
-354
-10% -$30.5K 0.01% 824
2023
Q4 		$302K Sell
3,575
-182
-5% -$14.2K 0.01% 767
2023
Q3 		$280K Buy
+3,757
New +$295K 0.01% 774
2023
Q1 		– Sell
-2,979
Closed -$210K – 919
2022
Q4 		$210K Buy
+2,979
New +$207K 0.01% 775

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

Kingsview Wealth Management's IUSV Position: Q1 2026 in Review

Kingsview Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 13% in Q1 2026, buying an estimated $105K and bringing the position to 8,868 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #714.

Kingsview Wealth Management first reported a position in IUSV in Q4 2022 and has held it in 12 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Kingsview Wealth Management held 8,868 shares of iShares Core S&P US Value ETF worth $907K as of Q1 2026.
  • Kingsview Wealth Management bought 998 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $105K.
  • iShares Core S&P US Value ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #714 holding.
  • Kingsview Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 12 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.