Guidance Point Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Guidance Point Advisors’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	$3.15M	Buy	28,606 +29	+0.1%	+$3.14K	0.67%	26
2026 Q1	$2.92M	Buy	28,577 +562	+2%	+$58.9K	0.69%	26
2025 Q4	$2.87M	Buy	28,015 +33	+0.1%	+$3.35K	0.67%	26
2025 Q3	$2.8M	Sell	27,982 -985	-3%	-$95.9K	0.67%	26
2025 Q2	$2.74M	Buy	28,967 +337	+1%	+$30.4K	0.7%	26
2025 Q1	$2.64M	Buy	28,630 +784	+3%	+$73.6K	0.75%	25
2024 Q4	$2.58M	Buy	27,846 +42	+0.2%	+$4.04K	0.72%	25
2024 Q3	$2.66M	Sell	27,804 -333	-1%	-$30.6K	0.78%	25
2024 Q2	$2.48M	Buy	28,137 +36	+0.1%	+$3.17K	0.77%	24
2024 Q1	$2.54M	Buy	28,101 +140	+0.5%	+$12.1K	0.83%	24
2023 Q4	$2.36M	Sell	27,961 -17,436	-38%	-$1.36M	0.87%	24
2023 Q3	$3.39M	Sell	45,397 -2,845	-6%	-$223K	1.38%	17
2023 Q2	$3.78M	Sell	48,242 -5,538	-10%	-$414K	1.45%	14
2023 Q1	$3.97M	Buy	53,780 +191	+0.4%	+$14.1K	1.6%	11
2022 Q4	$3.79M	Buy	53,589 +15,977	+42%	+$1.11M	1.6%	12
2022 Q3	$2.35M	Buy	37,612 +578	+2%	+$39.9K	1.07%	26
2022 Q2	$2.48M	Sell	37,034 -1,176	-3%	-$84.5K	1.07%	27
2022 Q1	$2.9M	Buy	38,210 +3,392	+10%	+$254K	1.1%	21
2021 Q4	$2.66M	Sell	34,818 -4,266	-11%	-$316K	0.96%	21
2021 Q3	$2.77M	Sell	39,084 -191	-0.5%	-$13.9K	1.01%	20
2021 Q2	$2.83M	Buy	39,275 +132	+0.3%	+$9.49K	1.1%	19
2021 Q1	$2.7M	Buy	39,143 +13,902	+55%	+$912K	1.12%	19
2020 Q4	$1.57M	Buy	25,241 +21,138	+515%	+$1.24M	0.72%	26
2020 Q3	$222K	Buy	+4,103	New	+$224K	0.12%	72

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

Guidance Point Advisors's IUSV Position: Q2 2026 in Review

Guidance Point Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.1% in Q2 2026, buying an estimated $3.14K and bringing the position to 28,606 shares worth $3.15M. The position accounts for 0.67% of the portfolio, ranked #26.

Guidance Point Advisors first reported a position in IUSV in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.97M in Q1 2023. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Guidance Point Advisors held 28,606 shares of iShares Core S&P US Value ETF worth $3.15M as of Q2 2026.
Guidance Point Advisors bought 29 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $3.14K.
iShares Core S&P US Value ETF made up 0.67% of Guidance Point Advisors's portfolio in Q2 2026, its #26 holding.
Guidance Point Advisors first reported a position in iShares Core S&P US Value ETF in Q3 2020 and has held it in 24 quarters since.
Guidance Point Advisors's iShares Core S&P US Value ETF position peaked at $3.97M in Q1 2023.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.