TLA
IUSV icon

Tanglewood Legacy Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Tanglewood Legacy Advisors’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 		$42.2M Buy
383,487
+2,058
+0.5% +$223K 13.63% 2
2026
Q1 		$39M Buy
381,429
+25,354
+7% +$2.66M 14.11% 2
2025
Q4 		$36.5M Sell
356,075
-287,323
-45% -$29.1M 13.71% 2
2025
Q3 		$64.3M Buy
643,398
+17,805
+3% +$1.73M 24.84% 1
2025
Q2 		$59.2M Buy
625,593
+16,441
+3% +$1.48M 24.29% 1
2025
Q1 		$56.2M Buy
609,152
+33,036
+6% +$3.1M 24.64% 1
2024
Q4 		$53.3M Buy
576,116
+20,441
+4% +$1.97M 22.8% 1
2024
Q3 		$53.1M Buy
555,675
+994
+0.2% +$91.4K 23.57% 1
2024
Q2 		$48.9M Buy
554,681
+17,603
+3% +$1.55M 23.1% 1
2024
Q1 		$48.6M Buy
537,078
+20,512
+4% +$1.77M 23.93% 1
2023
Q4 		$43.6M Buy
516,566
+20,037
+4% +$1.56M 23.8% 1
2023
Q3 		$37.1M Sell
496,529
-908
-0.2% -$71.3K 22.21% 1
2023
Q2 		$38.9M Buy
497,437
+2,782
+0.6% +$208K 22.51% 1
2023
Q1 		$36.5M Buy
494,655
+2,594
+0.5% +$191K 23.28% 1
2022
Q4 		$34.8M Buy
+492,061
New +$34.2M 24.7% 1

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

Tanglewood Legacy Advisors's IUSV Position: Q2 2026 in Review

Tanglewood Legacy Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.54% in Q2 2026, buying an estimated $223K and bringing the position to 383,487 shares worth $42.2M. The position accounts for 13.63% of the portfolio, ranked #2.

Tanglewood Legacy Advisors first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $64.3M in Q3 2025. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Tanglewood Legacy Advisors held 383,487 shares of iShares Core S&P US Value ETF worth $42.2M as of Q2 2026.
  • Tanglewood Legacy Advisors bought 2,058 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $223K.
  • iShares Core S&P US Value ETF made up 13.63% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #2 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's iShares Core S&P US Value ETF position peaked at $64.3M in Q3 2025.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.