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

Premier Path Wealth 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
Q2 		$572K Hold
5,191
– – 0.07% 246
2026
Q1 		$531K Buy
5,191
+850
+20% +$89.1K 0.07% 260
2025
Q4 		$445K Hold
4,341
– – 0.06% 266
2025
Q3 		$434K Hold
4,341
– – 0.06% 276
2025
Q2 		$411K Hold
4,341
– – 0.06% 278
2025
Q1 		$401K Hold
4,341
– – 0.06% 261
2024
Q4 		$402K Hold
4,341
– – 0.06% 257
2024
Q3 		$415K Sell
4,341
-382
-8% -$35.1K 0.07% 255
2024
Q2 		$416K Sell
4,723
-1,743
-27% -$154K 0.07% 252
2024
Q1 		$585K Sell
6,466
-1,727
-21% -$149K 0.11% 186
2023
Q4 		$563K Buy
+8,193
New +$638K 0.12% 176

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Premier Path Wealth Partners's IUSV Position: Q2 2026 in Review

Premier Path Wealth Partners held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 5,191 shares worth $572K. The position accounts for 0.07% of the portfolio, ranked #246.

Premier Path Wealth Partners first reported a position in IUSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $585K in Q1 2024. 348 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Premier Path Wealth Partners held 5,191 shares of iShares Core S&P US Value ETF worth $572K as of Q2 2026.
  • Premier Path Wealth Partners left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.07% of Premier Path Wealth Partners's portfolio in Q2 2026, its #246 holding.
  • Premier Path Wealth Partners first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's iShares Core S&P US Value ETF position peaked at $585K in Q1 2024.
  • 348 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.