Koshinski Asset Management
IUSV icon

Koshinski Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Koshinski Asset 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
2026
Q2 		$451K Buy
4,095
+885
+28% +$95.8K 0.02% 488
2026
Q1 		$328K Hold
3,210
– – 0.02% 549
2025
Q4 		$329K Sell
3,210
-50
-2% -$5.07K 0.02% 533
2025
Q3 		$326K Hold
3,260
– – 0.02% 534
2025
Q2 		$308K Sell
3,260
-335
-9% -$30.2K 0.02% 529
2025
Q1 		$332K Hold
3,595
– – 0.03% 465
2024
Q4 		$333K Sell
3,595
-626
-15% -$60.2K 0.03% 462
2024
Q3 		$403K Hold
4,221
– – 0.03% 424
2024
Q2 		$371K Sell
4,221
-3,150
-43% -$278K 0.03% 416
2024
Q1 		$667K Sell
7,371
-994
-12% -$85.6K 0.07% 275
2023
Q4 		$705K Buy
8,365
+4,182
+100% +$326K 0.11% 226
2023
Q3 		$312K Hold
4,183
– – 0.04% 425
2023
Q2 		$327K Sell
4,183
-3,176
-43% -$237K 0.04% 438
2023
Q1 		$543K Hold
7,359
– – 0.05% 311
2022
Q4 		$520K Buy
+7,359
New +$512K 0.05% 355
2022
Q2 		– Sell
-1,104
Closed -$83.8K – 1296
2022
Q1 		$83.8K Buy
1,104
+3
+0.3% +$225 0.01% 900
2021
Q4 		$84.1K Buy
1,101
+7
+0.6% +$519 0.01% 925
2021
Q3 		$77.6K Buy
+1,094
New +$79.4K 0.01% 945
2018
Q1 		– Sell
-3,900
Closed -$216K – 390
2017
Q4 		$216K Buy
+3,900
New +$210K 0.05% 403

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

Koshinski Asset Management's IUSV Position: Q2 2026 in Review

Koshinski Asset Management increased its iShares Core S&P US Value ETF (IUSV) stake by 28% in Q2 2026, buying an estimated $95.8K and bringing the position to 4,095 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #488.

Koshinski Asset Management first reported a position in IUSV in Q4 2017 and has held it in 19 quarters since. The position peaked at $705K in Q4 2023. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Koshinski Asset Management held 4,095 shares of iShares Core S&P US Value ETF worth $451K as of Q2 2026.
  • Koshinski Asset Management bought 885 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $95.8K.
  • iShares Core S&P US Value ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #488 holding.
  • Koshinski Asset Management first reported a position in iShares Core S&P US Value ETF in Q4 2017 and has held it in 19 quarters since.
  • Koshinski Asset Management's iShares Core S&P US Value ETF position peaked at $705K in Q4 2023.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.