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

Golden State Wealth Management’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	$81.6K	Buy	740 +16	+2%	+$1.73K	0.01%	619
2026 Q1	$74K	Buy	724 +3	+0.4%	+$315	0.01%	585
2025 Q4	$74K	Buy	721 +37	+5%	+$3.75K	0.01%	591
2025 Q3	$68.4K	Sell	684 -290	-30%	-$28.2K	0.01%	593
2025 Q2	$92.2K	Sell	974 -78	-7%	-$7.04K	0.01%	500
2025 Q1	$97.1K	Sell	1,052 -18	-2%	-$1.69K	0.01%	450
2024 Q4	$99.1K	Buy	+1,070	New	+$103K	0.01%	432
2020 Q3	–	Sell	-14,477	Closed	-$756K	–	458
2020 Q2	$756K	Buy	+14,477	New	+$739K	0.19%	93
2020 Q1	–	Sell	-3,551	Closed	-$224K	–	992
2019 Q4	$224K	Buy	+3,551	New	+$214K	0.04%	51

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

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

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

Golden State Wealth Management's IUSV Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 2.2% in Q2 2026, buying an estimated $1.73K and bringing the position to 740 shares worth $81.6K. The position accounts for 0.01% of the portfolio, ranked #619.

Golden State Wealth Management first reported a position in IUSV in Q4 2019 and has held it in 9 quarters since. The position peaked at $756K in Q2 2020. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Golden State Wealth Management held 740 shares of iShares Core S&P US Value ETF worth $81.6K as of Q2 2026.
Golden State Wealth Management bought 16 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.73K.
iShares Core S&P US Value ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #619 holding.
Golden State Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 9 quarters since.
Golden State Wealth Management's iShares Core S&P US Value ETF position peaked at $756K in Q2 2020.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.