PWC
IUSV icon

Pathfinder Wealth Consulting’s iShares Core S&P US Value ETF IUSV Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-32,545
Closed -$3.33M – 74
2026
Q1 		$3.33M Sell
32,545
-484
-1% -$50.8K 2.16% 8
2025
Q4 		$3.39M Buy
+33,029
New +$3.35M 2.14% 10

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
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

Pathfinder Wealth Consulting's IUSV Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 32,545 shares — an estimated $3.33M sold.

Pathfinder Wealth Consulting first reported a position in IUSV in Q4 2025 and held it in 2 quarters. The position peaked at $3.39M in Q4 2025. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 32,545 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.33M.
  • Pathfinder Wealth Consulting first reported a position in iShares Core S&P US Value ETF in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's iShares Core S&P US Value ETF position peaked at $3.39M in Q4 2025.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.