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Kingswood Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Kingswood Wealth Advisors’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 		$483K Buy
4,389
+75
+2% +$8.12K 0.02% 618
2026
Q1 		$441K Sell
4,314
-2,626
-38% -$275K 0.02% 584
2025
Q4 		$712K Hold
6,940
– – 0.03% 426
2025
Q3 		$694K Sell
6,940
-142
-2% -$13.8K 0.04% 395
2025
Q2 		$670K Buy
7,082
+2,000
+39% +$181K 0.05% 344
2025
Q1 		$469K Sell
5,082
-3,957
-44% -$371K 0.04% 413
2024
Q4 		$837K Buy
+9,039
New +$869K 0.06% 312

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

Kingswood Wealth Advisors's IUSV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 1.7% in Q2 2026, buying an estimated $8.12K and bringing the position to 4,389 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #618.

Kingswood Wealth Advisors first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $837K in Q4 2024. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Kingswood Wealth Advisors held 4,389 shares of iShares Core S&P US Value ETF worth $483K as of Q2 2026.
  • Kingswood Wealth Advisors bought 75 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $8.12K.
  • iShares Core S&P US Value ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #618 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Kingswood Wealth Advisors's iShares Core S&P US Value ETF position peaked at $837K in Q4 2024.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.