EPM
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Elm Partners Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Elm Partners Management’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 		$6.12M Buy
55,571
+5,815
+12% +$629K 0.22% 34
2026
Q1 		$5M Buy
49,756
+4,623
+10% +$485K 0.22% 33
2025
Q4 		$4.63M Sell
45,133
-29
-0.1% -$2.94K 0.21% 33
2025
Q3 		$4.51M Sell
45,162
-577
-1% -$56.2K 0.23% 34
2025
Q2 		$4.33M Sell
45,739
-5,275
-10% -$476K 0.25% 30
2025
Q1 		$4.71M Sell
51,014
-8,087
-14% -$759K 0.3% 29
2024
Q4 		$5.47M Buy
59,101
+7,883
+15% +$758K 0.37% 25
2024
Q3 		$4.89M Sell
51,218
-336
-0.7% -$30.9K 0.35% 24
2024
Q2 		$4.54M Buy
51,554
+5,146
+11% +$454K 0.35% 29
2024
Q1 		$4.2M Sell
46,408
-46
-0.1% -$3.96K 0.33% 28
2023
Q4 		$3.92M Sell
46,454
-3,183
-6% -$248K 0.36% 29
2023
Q3 		$3.7M Sell
49,637
-350
-0.7% -$27.5K 0.38% 26
2023
Q2 		$3.91M Sell
49,987
-157
-0.3% -$11.7K 0.39% 25
2023
Q1 		$3.7M Buy
50,144
+19,918
+66% +$1.47M 0.39% 25
2022
Q4 		$2.13M Sell
30,226
-2,579
-8% -$179K 0.25% 26
2022
Q3 		$2.05M Buy
32,805
+1,434
+5% +$99K 0.28% 27
2022
Q2 		$2.1M Buy
31,371
+4,334
+16% +$311K 0.27% 26
2022
Q1 		$2.05M Sell
27,037
-26,065
-49% -$1.95M 0.26% 24
2021
Q4 		$4.05M Sell
53,102
-574
-1% -$42.6K 0.5% 21
2021
Q3 		$3.81M Sell
53,676
-666
-1% -$48.4K 0.51% 23
2021
Q2 		$3.91M Sell
54,342
-975
-2% -$70.1K 0.51% 21
2021
Q1 		$3.81M Sell
55,317
-1,211
-2% -$79.5K 0.54% 23
2020
Q4 		$3.52M Sell
56,528
-2,864
-5% -$168K 0.53% 28
2020
Q3 		$3.22M Sell
59,392
-6,726
-10% -$368K 0.54% 29
2020
Q2 		$3.45M Sell
66,118
-558
-0.8% -$28.5K 0.62% 29
2020
Q1 		$3.08M Buy
66,676
+27,728
+71% +$1.59M 0.68% 28
2019
Q4 		$2.25M Sell
38,948
-1,108
-3% -$66.8K 0.49% 28
2019
Q3 		$2.31M Sell
40,056
-7,527
-16% -$428K 0.52% 29
2019
Q2 		$2.7M Buy
47,583
+6,685
+16% +$372K 0.6% 29
2019
Q1 		$2.24M Buy
40,898
+18,705
+84% +$1,000K 0.6% 28
2018
Q4 		$1.08M Buy
+22,193
New +$1.18M 0.37% 24

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
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

Elm Partners Management's IUSV Position: Q2 2026 in Review

Elm Partners Management increased its iShares Core S&P US Value ETF (IUSV) stake by 12% in Q2 2026, buying an estimated $629K and bringing the position to 55,571 shares worth $6.12M. The position accounts for 0.22% of the portfolio, ranked #34.

Elm Partners Management first reported a position in IUSV in Q4 2018 and has held it in 31 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Elm Partners Management held 55,571 shares of iShares Core S&P US Value ETF worth $6.12M as of Q2 2026.
  • Elm Partners Management bought 5,815 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $629K.
  • iShares Core S&P US Value ETF made up 0.22% of Elm Partners Management's portfolio in Q2 2026, its #34 holding.
  • Elm Partners Management first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.