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
2025 Q3	$1.43M	Sell
2025 Q2	$1.46M	Buy
2025 Q1	$1.15M	Buy
2024 Q4	$982K	Buy
2024 Q3	$862K	Buy
2024 Q2	$538K	Buy
2023 Q4	$294K	Buy