Kings Path Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Kings Path Partners’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	$27.5K	Sell	249 -66	-21%	-$7.46K	0.01%	204
2026 Q2	$34.7K	Sell	315 -36	-10%	-$3.9K	0.01%	188
2026 Q1	$35.9K	Sell	351 -148	-30%	-$15.5K	0.01%	178
2025 Q4	$51.2K	Sell	499 -128	-20%	-$13K	0.02%	165
2025 Q3	$62.7K	Sell	627 -48	-7%	-$4.67K	0.02%	155
2025 Q2	$63.9K	Hold	675	–	–	0.03%	147
2025 Q1	$62.3K	Hold	675	–	–	0.03%	143
2024 Q4	$62.5K	Sell	675 -505	-43%	-$48.6K	0.03%	167
2024 Q3	$113K	Buy	1,180 +474	+67%	+$43.6K	0.05%	136
2024 Q2	$62.2K	Buy	+706	New	+$62.2K	0.03%	153

Other funds holding IUSV

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

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

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 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

Kings Path Partners's IUSV Position: Q3 2026 in Review

Kings Path Partners reduced its iShares Core S&P US Value ETF (IUSV) stake by 21% in Q3 2026, selling an estimated $7.46K and leaving 249 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #204.

Kings Path Partners first reported a position in IUSV in Q2 2024 and has held it in 10 quarters since. The position peaked at $113K in Q3 2024. 248 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Kings Path Partners held 249 shares of iShares Core S&P US Value ETF worth $27.5K as of Q3 2026.
Kings Path Partners sold 66 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $7.46K.
iShares Core S&P US Value ETF made up 0.01% of Kings Path Partners's portfolio in Q3 2026, its #204 holding.
Kings Path Partners first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's iShares Core S&P US Value ETF position peaked at $113K in Q3 2024.
248 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.