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

&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	$9.67M	Sell	94,482 -1,202	-1%	-$126K	0.05%	337
2025 Q4	$9.75M	Buy	95,684 +9,036	+10%	+$916K	0.05%	318
2025 Q3	$8.66M	Buy	86,648 +51,909	+149%	+$5.05M	0.06%	296
2025 Q2	$3.28M	Sell	34,739 -2,534	-7%	-$229K	0.03%	483
2025 Q1	$3.41M	Sell	37,273 -1,115	-3%	-$105K	0.04%	391
2024 Q4	$3.56M	Buy	38,388 +4,532	+13%	+$436K	0.04%	348
2024 Q3	$3.23M	Buy	33,856 +12,650	+60%	+$1.16M	0.06%	276
2024 Q2	$1.87M	Buy	21,206 +16,107	+316%	+$1.42M	0.08%	220
2024 Q1	$461K	Buy	+5,099	New	+$439K	0.06%	282

Other funds holding IUSV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return