Corepath Wealth Partners
IUSV icon

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

Corepath Wealth Partners’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 		$5.83M Sell
52,272
-4,999
-9% -$565K 4.05% 9
2026
Q2 		$6.35M Sell
57,271
-231
-0.4% -$25K 3.96% 9
2026
Q1 		$6.02M Buy
57,502
+256
+0.4% +$26.8K 4.06% 9
2025
Q4 		$6.02M Sell
57,246
-270
-0.5% -$27.4K 4.04% 8
2025
Q3 		$5.8M Sell
57,516
-31,857
-36% -$3.1M 4.21% 8
2025
Q2 		$8.61M Sell
89,373
-425
-0.5% -$38.4K 7.26% 5
2025
Q1 		$7.74M Sell
89,798
-645
-0.7% -$60.5K 7.37% 5
2024
Q4 		$8.36M Buy
90,443
+3,548
+4% +$341K 8.15% 3
2024
Q3 		$8.4M Sell
86,895
-104
-0.1% -$9.6K 8.16% 4
2024
Q2 		$7.64M Sell
86,999
-6,652
-7% -$586K 8.06% 4
2024
Q1 		$8.2M Sell
93,651
-146,890
-61% -$12.6M 9.08% 3
2023
Q4 		$20.3M Buy
240,541
+586
+0.2% +$45.6K 11.29% 2
2023
Q3 		$17.8M Buy
239,955
+9,939
+4% +$780K 10.75% 3
2023
Q2 		$18.3M Buy
230,016
+2,803
+1% +$209K 10.75% 2
2023
Q1 		$16.9M Buy
227,213
+5,863
+3% +$432K 10.6% 2
2022
Q4 		$16.1M Buy
221,350
+3,483
+2% +$242K 10.72% 2
2022
Q3 		$14.2M Buy
217,867
+7,250
+3% +$500K 10.53% 2
2022
Q2 		$13.9M Sell
210,617
-2,497
-1% -$179K 10.3% 2
2022
Q1 		$15.9M Buy
213,114
+15,734
+8% +$1.18M 11.04% 2
2021
Q4 		$15.2M Buy
197,380
+6,954
+4% +$516K 10.86% 2
2021
Q3 		$13.7M Buy
190,426
+6,519
+4% +$473K 10.53% 2
2021
Q2 		$13.5M Buy
183,907
+15,586
+9% +$1.12M 10.41% 3
2021
Q1 		$11.8M Buy
168,321
+22,269
+15% +$1.46M 10.39% 3
2020
Q4 		$9.15M Buy
+146,052
New +$8.56M 9.54% 3

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

Corepath Wealth Partners's IUSV Position: Q3 2026 in Review

Corepath Wealth Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 8.7% in Q3 2026, selling an estimated $565K and leaving 52,272 shares worth $5.83M. The position accounts for 4.05% of the portfolio, ranked #9.

Corepath Wealth Partners first reported a position in IUSV in Q4 2020 and has held it in 24 quarters since. The position peaked at $20.3M in Q4 2023. 195 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Corepath Wealth Partners held 52,272 shares of iShares Core S&P US Value ETF worth $5.83M as of Q3 2026.
  • Corepath Wealth Partners sold 4,999 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $565K.
  • iShares Core S&P US Value ETF made up 4.05% of Corepath Wealth Partners's portfolio in Q3 2026, its #9 holding.
  • Corepath Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Corepath Wealth Partners's iShares Core S&P US Value ETF position peaked at $20.3M in Q4 2023.
  • 195 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.