Global Wealth Strategies & Associates’s iShares Core S&P US Value ETF IUSV Stock Holding History

Global Wealth Strategies & Associates’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
2025 Q3	–	Sell	-91	Closed	-$8.61K	–	490
2025 Q2	$8.61K	Hold	91	–	–	﹤0.01%	232
2025 Q1	$8.4K	Sell	91 -338	-79%	-$31.7K	﹤0.01%	284
2024 Q4	$39.7K	Buy	429 +320	+294%	+$30.8K	0.01%	123
2024 Q3	$10.4K	Hold	109	–	–	﹤0.01%	190
2024 Q2	$9.61K	Hold	109	–	–	﹤0.01%	180
2024 Q1	$9.86K	Buy	+109	New	+$9.38K	﹤0.01%	180

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Global Wealth Strategies & Associates's IUSV Position: Q3 2025 in Review

Global Wealth Strategies & Associates sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2025, closing a stake of 91 shares — an estimated $8.61K sold.

Global Wealth Strategies & Associates first reported a position in IUSV in Q1 2024 and held it in 6 quarters. The position peaked at $39.7K in Q4 2024. 747 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

Global Wealth Strategies & Associates reported no remaining iShares Core S&P US Value ETF position as of Q3 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 91 iShares Core S&P US Value ETF shares in Q3 2025, an estimated $8.61K.
Global Wealth Strategies & Associates first reported a position in iShares Core S&P US Value ETF in Q1 2024 and held it in 6 quarters.
Global Wealth Strategies & Associates's iShares Core S&P US Value ETF position peaked at $39.7K in Q4 2024.
747 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2025, filed 2 Oct 2025.