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Golden State Equity Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Golden State Equity 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
Q2 		– Sell
-13,895
Closed -$1.42M – 1032
2026
Q1 		$1.42M Buy
13,895
+266
+2% +$27.9K 0.11% 211
2025
Q4 		$1.4M Sell
13,629
-689
-5% -$69.9K 0.23% 100
2025
Q3 		$1.43M Sell
14,318
-1,122
-7% -$109K 0.24% 98
2025
Q2 		$1.46M Buy
15,440
+2,939
+24% +$265K 0.27% 84
2025
Q1 		$1.15M Buy
12,501
+1,900
+18% +$178K 0.23% 112
2024
Q4 		$982K Buy
10,601
+1,576
+17% +$152K 0.19% 131
2024
Q3 		$862K Buy
9,025
+2,915
+48% +$268K 0.45% 41
2024
Q2 		$538K Buy
+6,110
New +$539K 0.11% 197
2023
Q4 		$294K Buy
+3,487
New +$272K 0.07% 283

Other funds holding IUSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Golden State Equity Partners's IUSV Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 13,895 shares — an estimated $1.42M sold.

Golden State Equity Partners first reported a position in IUSV in Q4 2023 and held it in 9 quarters. The position peaked at $1.46M in Q2 2025. 433 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 13,895 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.42M.
  • Golden State Equity Partners first reported a position in iShares Core S&P US Value ETF in Q4 2023 and held it in 9 quarters.
  • Golden State Equity Partners's iShares Core S&P US Value ETF position peaked at $1.46M in Q2 2025.
  • 433 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.