SouthState Corp’s iShares Core S&P US Value ETF IUSV Stock Holding History

SouthState Corp’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	$8.48K	Hold	77	–	–	﹤0.01%	723
2026 Q1	$7.87K	Hold	77	–	–	﹤0.01%	687
2025 Q4	$7.9K	Hold	77	–	–	﹤0.01%	728
2025 Q3	$7.7K	Sell	77 -888	-92%	-$86.4K	﹤0.01%	699
2025 Q2	$91.3K	Hold	965	–	–	﹤0.01%	430
2025 Q1	$89.1K	Buy	965 +888	+1,153%	+$83.3K	﹤0.01%	438
2024 Q4	$7.13K	Hold	77	–	–	﹤0.01%	528
2024 Q3	$7.35K	Hold	77	–	–	﹤0.01%	498
2024 Q2	$6.79K	Hold	77	–	–	﹤0.01%	517
2024 Q1	$6.96K	Hold	77	–	–	﹤0.01%	528
2023 Q4	$6.49K	Hold	77	–	–	﹤0.01%	490
2023 Q3	$5.75K	Hold	77	–	–	﹤0.01%	515
2023 Q2	$6.03K	Hold	77	–	–	﹤0.01%	504
2023 Q1	$5.68K	Sell	77 -22	-22%	-$1.62K	﹤0.01%	557
2022 Q4	$6.99K	Buy	99 +77	+350%	+$5.35K	﹤0.01%	593
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	656
2022 Q2	$1K	Buy	+22	New	+$1.58K	﹤0.01%	686

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

SouthState Corp's IUSV Position: Q2 2026 in Review

SouthState Corp held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 77 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

SouthState Corp first reported a position in IUSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $91.3K in Q2 2025. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

SouthState Corp held 77 shares of iShares Core S&P US Value ETF worth $8.48K as of Q2 2026.
SouthState Corp left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
iShares Core S&P US Value ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #723 holding.
SouthState Corp first reported a position in iShares Core S&P US Value ETF in Q2 2022 and has held it in 17 quarters since.
SouthState Corp's iShares Core S&P US Value ETF position peaked at $91.3K in Q2 2025.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.