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TCFG Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

TCFG Wealth 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
Q1 		– Sell
-2,252
Closed -$209K – 242
2024
Q4 		$209K Buy
+2,252
New +$217K 0.1% 214

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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 $5.8B AUM 14.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TCFG Wealth Management's IUSV Position: Q1 2025 in Review

TCFG Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2025, closing a stake of 2,252 shares — an estimated $209K sold.

TCFG Wealth Management first reported a position in IUSV in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 732 funds tracked by Wall St. Rank hold IUSV as of Q1 2025.

  • TCFG Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 2,252 iShares Core S&P US Value ETF shares in Q1 2025, an estimated $209K.
  • TCFG Wealth Management first reported a position in iShares Core S&P US Value ETF in Q4 2024 and held it in 1 quarter.
  • TCFG Wealth Management's iShares Core S&P US Value ETF position peaked at $209K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2025.

Based on TCFG Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.