KWB Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

KWB Wealth’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	$323K	Buy	2,933 +116	+4%	+$12.6K	0.03%	143
2026 Q1	$289K	Hold	2,817	–	–	0.03%	141
2025 Q4	$289K	Buy	2,817 +209	+8%	+$21.2K	0.03%	153
2025 Q3	$247K	Buy	2,608 +430	+20%	+$41.9K	0.03%	135
2025 Q2	$201K	Sell	2,178 -1	-0%	-$90	0.02%	154
2025 Q1	$202K	Buy	+2,179	New	+$204K	0.02%	147
2022 Q2	–	Sell	-2,856	Closed	-$218K	–	111
2022 Q1	$218K	Hold	2,856	–	–	0.04%	83
2021 Q4	$218K	Sell	2,856 -392	-12%	-$29.1K	0.04%	83
2021 Q3	$230K	Buy	3,248 +180	+6%	+$13.1K	0.04%	79
2021 Q2	$211K	Hold	3,068	–	–	0.04%	81
2021 Q1	$211K	Buy	+3,068	New	+$201K	0.04%	81

Other funds holding IUSV

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

KWB Wealth's IUSV Position: Q2 2026 in Review

KWB Wealth increased its iShares Core S&P US Value ETF (IUSV) stake by 4.1% in Q2 2026, buying an estimated $12.6K and bringing the position to 2,933 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #143.

KWB Wealth first reported a position in IUSV in Q1 2021 and has held it in 11 quarters since. 146 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

KWB Wealth held 2,933 shares of iShares Core S&P US Value ETF worth $323K as of Q2 2026.
KWB Wealth bought 116 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $12.6K.
iShares Core S&P US Value ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #143 holding.
KWB Wealth first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 11 quarters since.
146 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.