Premier Path Wealth Partners
IUSV icon

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
Q3 		$572K Hold
5,191
– – 0.07% 240
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Premier Path Wealth Partners's IUSV Position: Q3 2026 in Review

Premier Path Wealth Partners held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 5,191 shares worth $572K. The position accounts for 0.07% of the portfolio, ranked #240.

Premier Path Wealth Partners first reported a position in IUSV in Q4 2023 and has held it in 12 quarters since. The position peaked at $585K in Q1 2024. 536 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Premier Path Wealth Partners held 5,191 shares of iShares Core S&P US Value ETF worth $572K as of Q3 2026.
  • Premier Path Wealth Partners left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Value ETF made up 0.07% of Premier Path Wealth Partners's portfolio in Q3 2026, its #240 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 12 quarters since.
  • Premier Path Wealth Partners's iShares Core S&P US Value ETF position peaked at $585K in Q1 2024.
  • 536 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.