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 Q3	$288K	Hold	2,607	–	–	0.01%	334
2026 Q2	$287K	Hold	2,607	–	–	0.01%	277
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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Klingman & Associates's IUSV Position: Q3 2026 in Review

Klingman & Associates held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 2,607 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #334.

Klingman & Associates first reported a position in IUSV in Q2 2023 and has held it in 14 quarters since. 447 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Klingman & Associates held 2,607 shares of iShares Core S&P US Value ETF worth $288K as of Q3 2026.
Klingman & Associates left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
iShares Core S&P US Value ETF made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #334 holding.
Klingman & Associates first reported a position in iShares Core S&P US Value ETF in Q2 2023 and has held it in 14 quarters since.
447 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.