General Partner Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

General Partner Inc’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	–	Sell	-25,634	Closed	-$2.82M	–	169
2026 Q2	$2.82M	Hold	25,634	–	–	1.52%	19
2026 Q1	$2.62M	Hold	25,634	–	–	1.6%	17
2025 Q4	$2.63M	Hold	25,634	–	–	1.49%	16
2025 Q3	$2.56M	Hold	25,634	–	–	1.41%	18
2025 Q2	$2.43M	Hold	25,634	–	–	1.42%	19
2025 Q1	$2.37M	Hold	25,634	–	–	1.54%	14
2024 Q4	$2.37M	Buy	+25,634	New	+$2.47M	1.43%	18
2024 Q3	–	Sell	-25,634	Closed	-$2.26M	–	161
2024 Q2	$2.26M	Hold	25,634	–	–	1.44%	16
2024 Q1	$2.32M	Buy	+25,634	New	+$2.21M	1.46%	18

Other funds holding IUSV

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

General Partner Inc's IUSV Position: Q3 2026 in Review

General Partner Inc sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2026, closing a stake of 25,634 shares — an estimated $2.82M sold.

General Partner Inc first reported a position in IUSV in Q1 2024 and held it in 9 quarters. The position peaked at $2.82M in Q2 2026. 155 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

General Partner Inc reported no remaining iShares Core S&P US Value ETF position as of Q3 2026 after selling out during the quarter.
General Partner Inc sold 25,634 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $2.82M.
General Partner Inc first reported a position in iShares Core S&P US Value ETF in Q1 2024 and held it in 9 quarters.
General Partner Inc's iShares Core S&P US Value ETF position peaked at $2.82M in Q2 2026.
155 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on General Partner Inc's 13F filing for Q3 2026, filed 5 Oct 2026.