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 Q3	$203K	Buy	1,839 +7	+0.4%	+$792	0.01%	723
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 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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Cornerstone Wealth Management's IUSV Position: Q3 2026 in Review

Cornerstone Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.38% in Q3 2026, buying an estimated $792 and bringing the position to 1,839 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #723.

Cornerstone Wealth Management first reported a position in IUSV in Q1 2017 and has held it in 10 quarters since. The position peaked at $2.58M in Q1 2018. 572 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Cornerstone Wealth Management held 1,839 shares of iShares Core S&P US Value ETF worth $203K as of Q3 2026.
Cornerstone Wealth Management bought 7 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $792.
iShares Core S&P US Value ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #723 holding.
Cornerstone Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2017 and has held it in 10 quarters since.
Cornerstone Wealth Management's iShares Core S&P US Value ETF position peaked at $2.58M in Q1 2018.
572 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.