EIP
IUSV icon

Easterly Investment Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Easterly Investment Partners’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
Q1 		– Sell
-22,245
Closed -$2.28M – 197
2025
Q4 		$2.28M Buy
+22,245
New +$2.26M 0.14% 119
2025
Q1 		– Sell
-19,986
Closed -$1.85M – 204
2024
Q4 		$1.85M Buy
+19,986
New +$1.92M 0.15% 120
2024
Q1 		– Sell
-20,495
Closed -$1.73M – 218
2023
Q4 		$1.73M Buy
+20,495
New +$1.6M 0.19% 117
2023
Q1 		– Sell
-24,840
Closed -$1.75M – 199
2022
Q4 		$1.75M Buy
24,840
+12,720
+105% +$884K 0.15% 118
2022
Q3 		$759K Buy
12,120
+7,314
+152% +$505K 0.07% 141
2022
Q2 		$321K Buy
+4,806
New +$345K 0.03% 168
2022
Q1 		– Sell
-37,350
Closed -$2.85M – 197
2021
Q4 		$2.85M Buy
+37,350
New +$2.77M 0.21% 95

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 $376B 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 $6.52B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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 $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return