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Global Strategic Investment Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Global Strategic Investment Solutions’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 		$16.1M Buy
146,101
+407
+0.3% +$44K 1.43% 20
2026
Q1 		$14.9M Buy
145,694
+384
+0.3% +$40.3K 1.45% 19
2025
Q4 		$14.9M Buy
145,310
+550
+0.4% +$55.8K 1.46% 19
2025
Q3 		$14.5M Buy
144,760
+485
+0.3% +$47.2K 1.44% 20
2025
Q2 		$13.7M Sell
144,275
-3,418
-2% -$308K 1.46% 20
2025
Q1 		$13.6M Buy
147,693
+427
+0.3% +$40.1K 1.58% 18
2024
Q4 		$13.6M Sell
147,266
-13,769
-9% -$1.32M 1.59% 18
2024
Q3 		$15.4M Sell
161,035
-2,328
-1% -$214K 1.8% 16
2024
Q2 		$14.4M Sell
163,363
-52
-0% -$4.58K 1.74% 19
2024
Q1 		$14.8M Buy
163,415
+581
+0.4% +$50K 1.71% 17
2023
Q4 		$13.7M Sell
162,834
-829
-0.5% -$64.6K 1.68% 17
2023
Q3 		$12.2M Hold
163,663
– – 1.57% 20
2023
Q2 		$12.8M Buy
163,663
+144
+0.1% +$10.8K 1.6% 17
2023
Q1 		$12.1M Buy
163,519
+192
+0.1% +$14.1K 1.73% 17
2022
Q4 		$11.5M Buy
163,327
+2,358
+1% +$164K 0.77% 21
2022
Q3 		$10.1M Buy
160,969
+1,262
+0.8% +$87.1K 0.48% 22
2022
Q2 		$10.7M Buy
159,707
+19,860
+14% +$1.43M 0.77% 20
2022
Q1 		$10.6M Buy
139,847
+129
+0.1% +$9.67K 0.66% 22
2021
Q4 		$10.7M Buy
139,718
+254
+0.2% +$18.8K 1.7% 18
2021
Q3 		$9.88M Hold
139,464
– – 1.67% 18
2021
Q2 		$10M Buy
139,464
+102
+0.1% +$7.34K 1.69% 17
2021
Q1 		$9.6M Hold
139,362
– – 1.76% 20
2020
Q4 		$8.67M Buy
139,362
+81
+0.1% +$4.75K 1.96% 18
2020
Q3 		$7.56M Buy
139,281
+14,041
+11% +$767K 1.92% 17
2020
Q2 		$6.54M Buy
125,240
+3,437
+3% +$176K 1.83% 18
2020
Q1 		$5.63M Buy
+121,803
New +$7M 2.1% 18

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Global Strategic Investment Solutions's IUSV Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its iShares Core S&P US Value ETF (IUSV) stake by 0.28% in Q2 2026, buying an estimated $44K and bringing the position to 146,101 shares worth $16.1M. The position accounts for 1.43% of the portfolio, ranked #20.

Global Strategic Investment Solutions first reported a position in IUSV in Q1 2020 and has held it in 26 quarters since. 528 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Global Strategic Investment Solutions held 146,101 shares of iShares Core S&P US Value ETF worth $16.1M as of Q2 2026.
  • Global Strategic Investment Solutions bought 407 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $44K.
  • iShares Core S&P US Value ETF made up 1.43% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #20 holding.
  • Global Strategic Investment Solutions first reported a position in iShares Core S&P US Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.