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	0.18%	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	–	196
2021 Q4	$2.85M	Buy	+37,350	New	+$2.77M	0.21%	95

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

BTI

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Easterly Investment Partners's IUSV Position: Q1 2026 in Review

Easterly Investment Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 22,245 shares — an estimated $2.28M sold.

Easterly Investment Partners first reported a position in IUSV in Q4 2021 and held it in 7 quarters. The position peaked at $2.85M in Q4 2021. 791 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Easterly Investment Partners reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
Easterly Investment Partners sold 22,245 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $2.28M.
Easterly Investment Partners first reported a position in iShares Core S&P US Value ETF in Q4 2021 and held it in 7 quarters.
Easterly Investment Partners's iShares Core S&P US Value ETF position peaked at $2.85M in Q4 2021.
791 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Easterly Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.