Catalyst Private Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
Other funds holding IUSV
Catalyst Private Wealth's IUSV Position: Q3 2026 in Review
Catalyst Private Wealth increased its iShares Core S&P US Value ETF (IUSV) stake by 0.05% in Q3 2026, buying an estimated $1.92K and bringing the position to 31,410 shares worth $3.46M. The position accounts for 1.45% of the portfolio, ranked #18.
Catalyst Private Wealth first reported a position in IUSV in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.5M in Q4 2025. 355 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.
- Catalyst Private Wealth held 31,410 shares of iShares Core S&P US Value ETF worth $3.46M as of Q3 2026.
- Catalyst Private Wealth bought 17 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $1.92K.
- iShares Core S&P US Value ETF made up 1.45% of Catalyst Private Wealth's portfolio in Q3 2026, its #18 holding.
- Catalyst Private Wealth first reported a position in iShares Core S&P US Value ETF in Q3 2021 and has held it in 21 quarters since.
- Catalyst Private Wealth's iShares Core S&P US Value ETF position peaked at $3.5M in Q4 2025.
- 355 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.
Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.