Corient Private Wealth
IUSV icon

Corient Private Wealth’s iShares Core S&P US Value ETF IUSV Stock Holding History

Corient Private 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
Q2 		$110M Buy
997,535
+179,126
+22% +$19.4M 0.15% 132
2026
Q1 		$83.3M Buy
818,409
+35,001
+4% +$3.67M 0.12% 161
2025
Q4 		$80.3M Buy
783,408
+336,973
+75% +$34.2M 0.11% 180
2025
Q3 		$44.6M Sell
446,435
-8,983
-2% -$874K 0.07% 250
2025
Q2 		$43.1M Sell
455,418
-347,430
-43% -$31.4M 0.06% 254
2025
Q1 		$74.1M Buy
802,848
+488,733
+156% +$45.9M 0.12% 175
2024
Q4 		$29.1M Sell
314,115
-499,019
-61% -$48M 0.05% 321
2024
Q3 		$77.6M Buy
813,134
+82,327
+11% +$7.57M 0.12% 173
2024
Q2 		$64.3M Sell
730,807
-2,968
-0.4% -$262K 0.11% 184
2024
Q1 		$66.4M Buy
733,775
+34,294
+5% +$2.95M 0.12% 179
2023
Q4 		$59M Buy
699,481
+609,238
+675% +$47.4M 0.11% 192
2023
Q3 		$6.73M Buy
90,243
+6,704
+8% +$526K 0.02% 574
2023
Q2 		$6.54M Buy
83,539
+7,374
+10% +$551K 0.02% 560
2023
Q1 		$5.62M Buy
76,165
+9,603
+14% +$707K 0.02% 556
2022
Q4 		$4.7M Buy
+66,562
New +$4.63M 0.02% 519

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Corient Private Wealth's IUSV Position: Q2 2026 in Review

Corient Private Wealth increased its iShares Core S&P US Value ETF (IUSV) stake by 22% in Q2 2026, buying an estimated $19.4M and bringing the position to 997,535 shares worth $110M. The position accounts for 0.15% of the portfolio, ranked #132.

Corient Private Wealth first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Corient Private Wealth held 997,535 shares of iShares Core S&P US Value ETF worth $110M as of Q2 2026.
  • Corient Private Wealth bought 179,126 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $19.4M.
  • iShares Core S&P US Value ETF made up 0.15% of Corient Private Wealth's portfolio in Q2 2026, its #132 holding.
  • Corient Private Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.