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GPS Wealth Strategies Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-392
Closed -$39.2K – 1070
2025
Q3 		$39.2K Sell
392
-15
-4% -$1.46K ﹤0.01% 732
2025
Q2 		$38.5K Hold
407
– – ﹤0.01% 699
2025
Q1 		$37.5K Sell
407
-38
-9% -$3.57K 0.01% 684
2024
Q4 		$41.2K Buy
445
+1
+0.2% +$96 0.01% 616
2024
Q3 		$42.4K Sell
444
-501
-53% -$46.1K 0.01% 617
2024
Q2 		$83.3K Buy
945
+188
+25% +$16.6K 0.01% 427
2024
Q1 		$68.5K Hold
757
– – 0.01% 449
2023
Q4 		$63.8K Buy
757
+65
+9% +$5.06K 0.01% 445
2023
Q3 		$51.6K Hold
692
– – 0.01% 479
2023
Q2 		$54.2K Sell
692
-65
-9% -$4.86K 0.01% 480
2023
Q1 		$55.9K Buy
+757
New +$55.8K 0.01% 461
2022
Q4 		– Sell
-684
Closed -$43K – 605
2022
Q3 		$43K Buy
684
+1
+0.1% +$69 0.01% 462
2022
Q2 		$46K Buy
683
+31
+5% +$2.23K 0.01% 454
2022
Q1 		$49K Buy
652
+1
+0.2% +$75 0.01% 420
2021
Q4 		$50K Hold
651
– – 0.01% 399
2021
Q3 		$46K Buy
651
+1
+0.2% +$73 0.01% 403
2021
Q2 		$47K Buy
650
+80
+14% +$5.75K 0.01% 415
2021
Q1 		$39K Buy
+570
New +$37.4K 0.01% 422

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

GPS Wealth Strategies Group's IUSV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 392 shares — an estimated $39.2K sold.

GPS Wealth Strategies Group first reported a position in IUSV in Q1 2021 and held it in 18 quarters. The position peaked at $83.3K in Q2 2024. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 392 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $39.2K.
  • GPS Wealth Strategies Group first reported a position in iShares Core S&P US Value ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's iShares Core S&P US Value ETF position peaked at $83.3K in Q2 2024.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.