KCM
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KM Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

KM Capital 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
2023
Q2 		– Sell
-11,973
Closed -$883K – 44
2023
Q1 		$883K Buy
11,973
+22
+0.2% +$1.62K 0.81% 28
2022
Q4 		$844K Buy
+11,951
New +$831K 0.84% 24

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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KM Capital Management's IUSV Position: Q2 2023 in Review

KM Capital Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2023, closing a stake of 11,973 shares — an estimated $883K sold.

KM Capital Management first reported a position in IUSV in Q4 2022 and held it in 2 quarters. The position peaked at $883K in Q1 2023. 576 funds tracked by Wall St. Rank hold IUSV as of Q2 2023.

  • KM Capital Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2023 after selling out during the quarter.
  • KM Capital Management sold 11,973 iShares Core S&P US Value ETF shares in Q2 2023, an estimated $883K.
  • KM Capital Management first reported a position in iShares Core S&P US Value ETF in Q4 2022 and held it in 2 quarters.
  • KM Capital Management's iShares Core S&P US Value ETF position peaked at $883K in Q1 2023.
  • 576 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2023.

Based on KM Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.