Koesten Hirschmann & Crabtree’s iShares Core S&P US Value ETF IUSV Stock Holding History

Koesten Hirschmann & Crabtree’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	$473K	Hold	4,294	–	–	0.2%	26
2026 Q1	$439K	Sell	4,294 -300	-7%	-$31.5K	0.21%	22
2025 Q4	$471K	Hold	4,594	–	–	0.23%	23
2025 Q3	$459K	Hold	4,594	–	–	0.22%	22
2025 Q2	$435K	Sell	4,594 -410	-8%	-$37K	0.22%	22
2025 Q1	$462K	Hold	5,004	–	–	0.26%	19
2024 Q4	$463K	Sell	5,004 -30	-0.6%	-$2.88K	0.27%	20
2024 Q3	$481K	Sell	5,034 -130	-3%	-$12K	0.28%	20
2024 Q2	$467K	Hold	5,164	–	–	0.3%	20
2024 Q1	$467K	Sell	5,164 -1,962	-28%	-$169K	0.3%	20
2023 Q4	$601K	Buy	7,126 +120	+2%	+$9.35K	0.42%	17
2023 Q3	$523K	Sell	7,006 -281	-4%	-$22.1K	0.41%	17
2023 Q2	$570K	Sell	7,287 -453	-6%	-$33.8K	0.43%	17
2023 Q1	$571K	Hold	7,740	–	–	0.44%	18
2022 Q4	$547K	Buy	+7,740	New	+$538K	0.45%	18

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Koesten Hirschmann & Crabtree's IUSV Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 4,294 shares worth $473K. The position accounts for 0.2% of the portfolio, ranked #26.

Koesten Hirschmann & Crabtree first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $601K in Q4 2023. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Koesten Hirschmann & Crabtree held 4,294 shares of iShares Core S&P US Value ETF worth $473K as of Q2 2026.
Koesten Hirschmann & Crabtree left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up 0.2% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #26 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
Koesten Hirschmann & Crabtree's iShares Core S&P US Value ETF position peaked at $601K in Q4 2023.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.