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

TAP Consulting’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
2024
Q4 		$271K Buy
2,924
+44
+2% +$4.23K 0.06% 136
2024
Q3 		$275K Buy
2,880
+35
+1% +$3.22K 0.05% 136
2024
Q2 		$251K Buy
2,845
+13
+0.5% +$1.15K 0.05% 146
2024
Q1 		$256K Buy
2,832
+14
+0.5% +$1.21K 0.06% 138
2023
Q4 		$238K Hold
2,818
– – 0.06% 120
2023
Q3 		$210K Buy
2,818
+31
+1% +$2.43K 0.05% 129
2023
Q2 		$218K Sell
2,787
-23
-0.8% -$1.72K 0.05% 133
2023
Q1 		$207K Buy
+2,810
New +$207K 0.05% 127
2022
Q2 		– Sell
-3,250
Closed -$247K – 132
2022
Q1 		$247K Buy
3,250
+15
+0.5% +$1.12K 0.06% 122
2021
Q4 		$247K Sell
3,235
-590
-15% -$43.8K 0.06% 127
2021
Q3 		$271K Sell
3,825
-81
-2% -$5.88K 0.07% 118
2021
Q2 		$281K Sell
3,906
-1,852
-32% -$133K 0.08% 116
2021
Q1 		$397K Sell
5,758
-360
-6% -$23.6K 0.12% 98
2020
Q4 		$380K Sell
6,118
-183
-3% -$10.7K 0.14% 102
2020
Q3 		$342K Buy
6,301
+126
+2% +$6.89K 0.13% 97
2020
Q2 		$323K Sell
6,175
-2,854
-32% -$146K 0.16% 92
2020
Q1 		$417K Buy
9,029
+186
+2% +$10.7K 0.28% 78
2019
Q4 		$557K Sell
8,843
-210
-2% -$12.7K 0.31% 72
2019
Q3 		$523K Buy
+9,053
New +$515K 0.31% 73
2019
Q1 		$525K Buy
+9,568
New +$511K 0.4% 63

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AL
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TAP Consulting's IUSV Position: Q4 2024 in Review

TAP Consulting increased its iShares Core S&P US Value ETF (IUSV) stake by 1.5% in Q4 2024, buying an estimated $4.23K and bringing the position to 2,924 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #136.

TAP Consulting first reported a position in IUSV in Q1 2019 and has held it in 20 quarters since. The position peaked at $557K in Q4 2019. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • TAP Consulting held 2,924 shares of iShares Core S&P US Value ETF worth $271K as of Q4 2024.
  • TAP Consulting bought 44 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $4.23K.
  • iShares Core S&P US Value ETF made up 0.06% of TAP Consulting's portfolio in Q4 2024, its #136 holding.
  • TAP Consulting first reported a position in iShares Core S&P US Value ETF in Q1 2019 and has held it in 20 quarters since.
  • TAP Consulting's iShares Core S&P US Value ETF position peaked at $557K in Q4 2019.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.