TVAMP
IUSV icon

Tennessee Valley Asset Management Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		$1.29M Buy
12,575
+34
+0.3% +$3.56K 0.17% 73
2025
Q4 		$1.29M Buy
12,541
+47
+0.4% +$4.77K 0.17% 71
2025
Q3 		$1.25M Buy
+12,494
New +$1.22M 0.17% 72
2025
Q2 		– Sell
-12,559
Closed -$1.16M – 119
2025
Q1 		$1.16M Buy
12,559
+1,612
+15% +$151K 0.19% 66
2024
Q4 		$1.01M Sell
10,947
-5,575
-34% -$536K 0.17% 66
2024
Q3 		$1.58M Sell
16,522
-773
-4% -$71.1K 0.26% 47
2024
Q2 		$1.52M Buy
17,295
+47
+0.3% +$4.14K 0.29% 49
2024
Q1 		$1.56M Sell
17,248
-17,154
-50% -$1.48M 0.38% 38
2023
Q4 		$2.9M Buy
34,402
+17,318
+101% +$1.35M 0.4% 38
2023
Q3 		$1.27M Buy
17,084
+526
+3% +$41.3K 0.42% 35
2023
Q2 		$1.3M Sell
16,558
-593
-3% -$44.3K 0.42% 34
2023
Q1 		$1.27M Sell
17,151
-68
-0.4% -$5.01K 0.41% 33
2022
Q4 		$1.22M Sell
17,219
-713
-4% -$49.6K 0.42% 33
2022
Q3 		$1.12M Sell
17,932
-182
-1% -$12.6K 0.44% 34
2022
Q2 		$1.21M Sell
18,114
-37
-0.2% -$2.66K 0.47% 22
2022
Q1 		$1.38M Buy
18,151
+943
+5% +$70.7K 0.47% 19
2021
Q4 		$1.31M Sell
17,208
-1,071
-6% -$79.4K 0.44% 23
2021
Q3 		$1.3M Sell
18,279
-3,674
-17% -$267K 0.49% 21
2021
Q2 		$2K Sell
21,953
-20,729
-49% -$1.49M 0.95% 14
2021
Q1 		$2.94M Sell
42,682
-12,357
-22% -$811K 0.75% 20
2020
Q4 		$3.42M Buy
55,039
+23,614
+75% +$1.38M 0.83% 18
2020
Q3 		$1.71M Sell
31,425
-3,348
-10% -$183K 1% 18
2020
Q2 		$1.82M Sell
34,773
-40,141
-54% -$2.05M 1.18% 15
2020
Q1 		$3.46M Sell
74,914
-260,896
-78% -$15M 2.6% 10
2019
Q4 		$21.2M Sell
335,810
-44,263
-12% -$2.67M 13.39% 2
2019
Q3 		$22M Buy
380,073
+30,852
+9% +$1.76M 15.99% 1
2019
Q2 		$19.8M Buy
349,221
+34,411
+11% +$1.92M 14.96% 2
2019
Q1 		$17.3M Buy
314,810
+58,349
+23% +$3.12M 14.89% 2
2018
Q4 		$12.6M Buy
+256,461
New +$13.6M 14.4% 2

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
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
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

Tennessee Valley Asset Management Partners's IUSV Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares Core S&P US Value ETF (IUSV) stake by 0.27% in Q1 2026, buying an estimated $3.56K and bringing the position to 12,575 shares worth $1.29M. The position accounts for 0.17% of the portfolio, ranked #73.

Tennessee Valley Asset Management Partners first reported a position in IUSV in Q4 2018 and has held it in 29 quarters since. The position peaked at $22M in Q3 2019. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 12,575 shares of iShares Core S&P US Value ETF worth $1.29M as of Q1 2026.
  • Tennessee Valley Asset Management Partners bought 34 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $3.56K.
  • iShares Core S&P US Value ETF made up 0.17% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #73 holding.
  • Tennessee Valley Asset Management Partners first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 29 quarters since.
  • Tennessee Valley Asset Management Partners's iShares Core S&P US Value ETF position peaked at $22M in Q3 2019.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.