KF
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Krilogy Financial’s iShares Core S&P US Value ETF IUSV Stock Holding History

Krilogy Financial’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
Q1 		– Sell
-1,928
Closed -$203K – 1018
2025
Q4 		$203K Buy
+1,928
New +$195K 0.01% 874
2023
Q2 		– Sell
-3,069
Closed -$226K – 295
2023
Q1 		$226K Sell
3,069
-30
-1% -$2.21K 0.02% 368
2022
Q4 		$219K Buy
+3,099
New +$215K 0.02% 355
2022
Q3 		– Sell
-3,098
Closed -$207K – 316
2022
Q2 		$207K Sell
3,098
-219
-7% -$15.7K 0.02% 293
2022
Q1 		$252K Buy
3,317
+385
+13% +$28.9K 0.03% 275
2021
Q4 		$224K Hold
2,932
– – 0.02% 259
2021
Q3 		$208K Hold
2,932
– – 0.02% 258
2021
Q2 		$211K Buy
2,932
+1
+0% +$72 0.02% 261
2021
Q1 		$202K Buy
+2,931
New +$192K 0.02% 256
2018
Q4 		– Sell
-3,390
Closed -$191K – 394
2018
Q3 		$191K Buy
+3,390
New +$189K 0.04% 148
2018
Q2 		– Sell
-4,148
Closed -$220K – 383
2018
Q1 		$220K Buy
4,148
+354
+9% +$19.6K 0.05% 150
2017
Q4 		$210K Buy
3,794
+754
+25% +$40.5K 0.05% 150
2017
Q3 		$159K Buy
3,040
+100
+3% +$5.13K 0.04% 185
2017
Q2 		$150K Buy
+2,940
New +$149K 0.04% 165

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Krilogy Financial's IUSV Position: Q1 2026 in Review

Krilogy Financial sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 1,928 shares — an estimated $203K sold.

Krilogy Financial first reported a position in IUSV in Q2 2017 and held it in 14 quarters. The position peaked at $252K in Q1 2022. 790 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Krilogy Financial reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • Krilogy Financial sold 1,928 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $203K.
  • Krilogy Financial first reported a position in iShares Core S&P US Value ETF in Q2 2017 and held it in 14 quarters.
  • Krilogy Financial's iShares Core S&P US Value ETF position peaked at $252K in Q1 2022.
  • 790 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.