Seascape Capital Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Seascape Capital 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
2025 Q2	–	Sell	-9,977	Closed	-$921K	–	101
2025 Q1	$921K	Hold	9,977	–	–	0.32%	61
2024 Q4	$924K	Hold	9,977	–	–	0.32%	61
2024 Q3	$953K	Hold	9,977	–	–	0.34%	59
2024 Q2	$879K	Hold	9,977	–	–	0.33%	60
2024 Q1	$902K	Hold	9,977	–	–	0.34%	60
2023 Q4	$841K	Hold	9,977	–	–	0.35%	61
2023 Q3	$744K	Hold	9,977	–	–	0.35%	61
2023 Q2	$781K	Sell	9,977 -2,000	-17%	-$149K	0.37%	60
2023 Q1	$884K	Sell	11,977 -3,747	-24%	-$276K	0.45%	52
2022 Q4	$1.11M	Buy	+15,724	New	+$1.09M	0.61%	51

Other funds holding IUSV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Seascape Capital Management's IUSV Position: Q2 2025 in Review

Seascape Capital Management sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 9,977 shares — an estimated $921K sold.

Seascape Capital Management first reported a position in IUSV in Q4 2022 and held it in 10 quarters. The position peaked at $1.11M in Q4 2022. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

Seascape Capital Management reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
Seascape Capital Management sold 9,977 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $921K.
Seascape Capital Management first reported a position in iShares Core S&P US Value ETF in Q4 2022 and held it in 10 quarters.
Seascape Capital Management's iShares Core S&P US Value ETF position peaked at $1.11M in Q4 2022.
727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Seascape Capital Management's 13F filing for Q2 2025, filed 14 Jul 2025.