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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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FG
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

General Partner Inc's IUSV Position: Q2 2026 in Review

General Partner Inc held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 25,634 shares worth $2.82M. The position accounts for 1.52% of the portfolio, ranked #19.

General Partner Inc first reported a position in IUSV in Q1 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • General Partner Inc held 25,634 shares of iShares Core S&P US Value ETF worth $2.82M as of Q2 2026.
  • General Partner Inc left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 1.52% of General Partner Inc's portfolio in Q2 2026, its #19 holding.
  • General Partner Inc first reported a position in iShares Core S&P US Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.