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

Kraft 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
2025 Q2	$345K	Hold	3,644	–	–	0.32%	32
2025 Q1	$336K	Hold	3,644	–	–	0.31%	36
2024 Q4	$341K	Hold	3,644	–	–	0.26%	38
2024 Q3	$348K	Hold	3,644	–	–	0.27%	33
2024 Q2	$321K	Hold	3,644	–	–	0.27%	35
2024 Q1	$330K	Hold	3,644	–	–	0.27%	32
2023 Q4	$307K	Hold	3,644	–	–	0.26%	29
2023 Q3	$272K	Hold	3,644	–	–	0.26%	31
2023 Q2	$285K	Hold	3,644	–	–	0.26%	27
2023 Q1	$269K	Hold	3,644	–	–	0.24%	26
2022 Q4	$257K	Hold	3,644	–	–	0.23%	25
2022 Q3	$228K	Sell	3,644 -775	-18%	-$53.5K	0.23%	26
2022 Q2	$296K	Buy	+4,419	New	+$317K	0.28%	23

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Kraft Asset Management's IUSV Position: Q2 2025 in Review

Kraft Asset Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2025 at 3,644 shares worth $345K. The position accounts for 0.32% of the portfolio, ranked #32.

Kraft Asset Management first reported a position in IUSV in Q2 2022 and has held it in 13 quarters since. The position peaked at $348K in Q3 2024. 728 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

Kraft Asset Management held 3,644 shares of iShares Core S&P US Value ETF worth $345K as of Q2 2025.
Kraft Asset Management left its iShares Core S&P US Value ETF share count unchanged in Q2 2025.
iShares Core S&P US Value ETF made up 0.32% of Kraft Asset Management's portfolio in Q2 2025, its #32 holding.
Kraft Asset Management first reported a position in iShares Core S&P US Value ETF in Q2 2022 and has held it in 13 quarters since.
Kraft Asset Management's iShares Core S&P US Value ETF position peaked at $348K in Q3 2024.
728 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Kraft Asset Management's 13F filing for Q2 2025, filed 15 Jul 2025.