Cornerstone Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Cornerstone Wealth Management’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	$202K	Buy	+1,832	New	+$198K	0.01%	718
2023 Q4	–	Sell	-3,257	Closed	-$243K	–	545
2023 Q3	$243K	Buy	+3,257	New	+$256K	0.02%	463
2022 Q1	–	Sell	-3,316	Closed	-$250K	–	495
2021 Q4	$250K	Buy	+3,316	New	+$246K	0.02%	439
2019 Q2	–	Sell	-2,566	Closed	-$485K	–	432
2019 Q1	$485K	Buy	+2,566	New	+$137K	0.06%	281
2018 Q4	–	Sell	-1,695,954	Closed	-$32.1M	–	742
2018 Q3	$32.1M	Buy	1,695,954 +1,118,765	+194%	+$62.5M	0.4%	50
2018 Q2	$10.8M	Buy	577,189 +527,541	+1,063%	+$28.4M	0.12%	182
2018 Q1	$2.58M	Buy	49,648 +5,456	+12%	+$302K	0.49%	40
2017 Q4	$2.49M	Buy	44,192 +12,042	+37%	+$647K	0.47%	40
2017 Q3	$1.69M	Sell	32,150 -2,657	-8%	-$136K	0.35%	53
2017 Q2	$1.76M	Buy	34,807 +10,065	+41%	+$509K	0.4%	47
2017 Q1	$1.24M	Buy	+24,742	New	+$1.25M	0.31%	69

Other funds holding IUSV

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Cornerstone Wealth Management's IUSV Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 1,832 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #718 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in IUSV as recently as Q3 2023.

Cornerstone Wealth Management first reported a position in IUSV in Q1 2017 and has held it in 11 quarters since. The position peaked at $32.1M in Q3 2018. 272 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Cornerstone Wealth Management held 1,832 shares of iShares Core S&P US Value ETF worth $202K as of Q2 2026.
iShares Core S&P US Value ETF was a new Cornerstone Wealth Management position in Q2 2026.
iShares Core S&P US Value ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #718 holding.
Cornerstone Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2017 and has held it in 11 quarters since.
Cornerstone Wealth Management's iShares Core S&P US Value ETF position peaked at $32.1M in Q3 2018.
272 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.