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IUSV icon

Klingman & Associates’s iShares Core S&P US Value ETF IUSV Stock Holding History

Klingman & Associates’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 		$267K Hold
2,607
– – 0.01% 277
2025
Q4 		$267K Hold
2,607
– – 0.01% 273
2025
Q3 		$261K Hold
2,607
– – 0.01% 280
2025
Q2 		$247K Hold
2,607
– – 0.01% 274
2025
Q1 		$241K Hold
2,607
– – 0.01% 243
2024
Q4 		$241K Sell
2,607
-83
-3% -$7.98K 0.01% 231
2024
Q3 		$257K Hold
2,690
– – 0.02% 231
2024
Q2 		$237K Hold
2,690
– – 0.02% 220
2024
Q1 		$243K Hold
2,690
– – 0.02% 215
2023
Q4 		$227K Hold
2,690
– – 0.02% 214
2023
Q3 		$201K Hold
2,690
– – 0.02% 214
2023
Q2 		$211K Buy
+2,690
New +$201K 0.02% 207

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 $9.54B AUM 19.86% 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

Klingman & Associates's IUSV Position: Q1 2026 in Review

Klingman & Associates held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 2,607 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #277.

Klingman & Associates first reported a position in IUSV in Q2 2023 and has held it in 12 quarters since. The position peaked at $267K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Klingman & Associates held 2,607 shares of iShares Core S&P US Value ETF worth $267K as of Q1 2026.
  • Klingman & Associates left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #277 holding.
  • Klingman & Associates first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 12 quarters since.
  • Klingman & Associates's iShares Core S&P US Value ETF position peaked at $267K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.