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CoreCap Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

CoreCap Advisors’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 		$256K Buy
2,324
+949
+69% +$103K 0.01% 764
2026
Q1 		$141K Sell
1,375
-156
-10% -$16.4K ﹤0.01% 917
2025
Q4 		$157K Sell
1,531
-539
-26% -$54.7K 0.01% 869
2025
Q3 		$207K Buy
2,070
+716
+53% +$69.7K 0.01% 794
2025
Q2 		$128K Sell
1,354
-30
-2% -$2.71K 0.01% 900
2025
Q1 		$128K Buy
1,384
+249
+22% +$23.4K 0.01% 821
2024
Q4 		$105K Buy
1,135
+425
+60% +$40.9K ﹤0.01% 910
2024
Q3 		$67.8K Buy
+710
New +$65.3K ﹤0.01% 1067
2024
Q2 		– Sell
-999
Closed -$90.3K – 2098
2024
Q1 		$90.3K Buy
+999
New +$86K ﹤0.01% 872
2022
Q4 		$29.6K Buy
+419
New +$29.1K ﹤0.01% 1162
2022
Q3 		– Sell
-278
Closed -$19K – 1295
2022
Q2 		$19K Buy
+278
New +$20K ﹤0.01% 1256
2022
Q1 		– Sell
-295
Closed -$23K – 1299
2021
Q4 		$23K Buy
+295
New +$21.9K ﹤0.01% 1286

Other funds holding IUSV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FG
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VC
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
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

CoreCap Advisors's IUSV Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 69% in Q2 2026, buying an estimated $103K and bringing the position to 2,324 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #764.

CoreCap Advisors first reported a position in IUSV in Q4 2021 and has held it in 12 quarters since. 127 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • CoreCap Advisors held 2,324 shares of iShares Core S&P US Value ETF worth $256K as of Q2 2026.
  • CoreCap Advisors bought 949 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $103K.
  • iShares Core S&P US Value ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #764 holding.
  • CoreCap Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 12 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.