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

Tableaux’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 Q4	–	Sell	-3,510	Closed	-$351K	–	109
2025 Q3	$351K	Buy	+3,510	New	+$342K	0.14%	88

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

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

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 $5.8B AUM 14.71% 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

Tableaux's IUSV Position: Q4 2025 in Review

Tableaux sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 3,510 shares — an estimated $351K sold.

Tableaux first reported a position in IUSV in Q3 2025 and held it in 1 quarter. The position peaked at $351K in Q3 2025. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

Tableaux reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
Tableaux sold 3,510 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $351K.
Tableaux first reported a position in iShares Core S&P US Value ETF in Q3 2025 and held it in 1 quarter.
Tableaux's iShares Core S&P US Value ETF position peaked at $351K in Q3 2025.
796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Tableaux's 13F filing for Q4 2025, filed 13 Feb 2026.