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GC Wealth Management RIA’s iShares Core S&P US Value ETF IUSV Stock Holding History

GC Wealth Management RIA’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 		$1.31M Hold
11,876
– – 0.08% 188
2026
Q1 		$1.21M Buy
+11,876
New +$1.25M 0.05% 208

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

GC Wealth Management RIA's IUSV Position: Q2 2026 in Review

GC Wealth Management RIA held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 11,876 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #188.

GC Wealth Management RIA first reported a position in IUSV in Q1 2026 and has held it in 2 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • GC Wealth Management RIA held 11,876 shares of iShares Core S&P US Value ETF worth $1.31M as of Q2 2026.
  • GC Wealth Management RIA left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.08% of GC Wealth Management RIA's portfolio in Q2 2026, its #188 holding.
  • GC Wealth Management RIA first reported a position in iShares Core S&P US Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.