CoreCap Advisors
IUSV icon

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
Q3 		$282K Buy
2,556
+232
+10% +$26.2K 0.01% 724
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 -$90.4K – 2098
2024
Q1 		$90.4K 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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
PCA Investment Advisory Services
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

CoreCap Advisors's IUSV Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 10% in Q3 2026, buying an estimated $26.2K and bringing the position to 2,556 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #724.

CoreCap Advisors first reported a position in IUSV in Q4 2021 and has held it in 13 quarters since. 204 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • CoreCap Advisors held 2,556 shares of iShares Core S&P US Value ETF worth $282K as of Q3 2026.
  • CoreCap Advisors bought 232 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $26.2K.
  • iShares Core S&P US Value ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #724 holding.
  • CoreCap Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 13 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.