Golden State Equity Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
15,440
+2,939
| +24% | +$278K | 0.27% | 84 |
|
|
2025
Q1 | $1.15M | Buy |
12,501
+1,900
| +18% | +$175K | 0.23% | 112 |
|
|
2024
Q4 | $982K | Buy |
10,601
+1,576
| +17% | +$146K | 0.19% | 131 |
|
|
2024
Q3 | $862K | Buy |
9,025
+2,915
| +48% | +$278K | 0.45% | 41 |
|
|
2024
Q2 | $538K | Buy |
+6,110
| New | +$538K | 0.11% | 197 |
|
|
2023
Q4 | $294K | Buy |
+3,487
| New | +$294K | 0.07% | 283 |
|