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 Q3	$324K	Hold	2,933	–	–	0.03%	148
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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

KWB Wealth's IUSV Position: Q3 2026 in Review

KWB Wealth held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 2,933 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #148.

KWB Wealth first reported a position in IUSV in Q1 2021 and has held it in 12 quarters since. 254 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

KWB Wealth held 2,933 shares of iShares Core S&P US Value ETF worth $324K as of Q3 2026.
KWB Wealth left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
iShares Core S&P US Value ETF made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #148 holding.
KWB Wealth first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 12 quarters since.
254 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.