Golden State Wealth Management’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	$92.2K	Sell	974 -78	-7%	-$7.39K	0.01%	500
2025 Q1	$97.1K	Sell	1,052 -18	-2%	-$1.66K	0.01%	450
2024 Q4	$99.1K	Buy	+1,070	New	+$99.1K	0.01%	432
2020 Q1	–	Sell	-3,551	Closed	-$224K	–	992
2019 Q4	$224K	Buy	+3,551	New	+$224K	0.04%	51