Sutton Place Investors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Sutton Place Investors’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 Q3	–	Sell	-20,314	Closed	-$1.92M	–	124
2025 Q2	$1.92M	Buy	20,314 +94	+0.5%	+$8.48K	1.16%	24
2025 Q1	$1.87M	Hold	20,220	–	–	1.26%	23
2024 Q4	$1.87M	Hold	20,220	–	–	1.08%	27
2024 Q3	$1.93M	Buy	20,220 +123	+0.6%	+$11.3K	1.18%	27
2024 Q2	$1.77M	Buy	20,097 +97	+0.5%	+$8.55K	1.18%	27
2024 Q1	$1.81M	Hold	20,000	–	–	0.9%	29
2023 Q4	$1.69M	Hold	20,000	–	–	1.22%	23
2023 Q3	$1.49M	Hold	20,000	–	–	1.94%	13
2023 Q2	$1.57M	Hold	20,000	–	–	2.17%	10
2023 Q1	$1.48M	Hold	20,000	–	–	2%	12
2022 Q4	$1.41M	Sell	20,000 -5,000	-20%	-$348K	2.02%	12
2022 Q3	$1.56M	Hold	25,000	–	–	2.37%	14
2022 Q2	$1.67M	Hold	25,000	–	–	2.43%	11
2022 Q1	$1.86M	Hold	25,000	–	–	2.22%	14
2021 Q4	$1.91M	Buy	+25,000	New	+$1.85M	2.2%	11

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

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sutton Place Investors's IUSV Position: Q3 2025 in Review

Sutton Place Investors sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2025, closing a stake of 20,314 shares — an estimated $1.92M sold.

Sutton Place Investors first reported a position in IUSV in Q4 2021 and held it in 15 quarters. The position peaked at $1.93M in Q3 2024. 747 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

Sutton Place Investors reported no remaining iShares Core S&P US Value ETF position as of Q3 2025 after selling out during the quarter.
Sutton Place Investors sold 20,314 iShares Core S&P US Value ETF shares in Q3 2025, an estimated $1.92M.
Sutton Place Investors first reported a position in iShares Core S&P US Value ETF in Q4 2021 and held it in 15 quarters.
Sutton Place Investors's iShares Core S&P US Value ETF position peaked at $1.93M in Q3 2024.
747 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Sutton Place Investors's 13F filing for Q3 2025, filed 28 Oct 2025.