TIAA Trust, National Association
IUSV icon

TIAA Trust, National Association’s iShares Core S&P US Value ETF IUSV Stock Holding History

TIAA Trust, National Association’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 		– Sell
-6,854
Closed -$703K – 534
2025
Q4 		$703K Sell
6,854
-17
-0.2% -$1.72K ﹤0.01% 428
2025
Q3 		$687K Sell
6,871
-342
-5% -$33.3K ﹤0.01% 437
2025
Q2 		$683K Buy
7,213
+155
+2% +$14K ﹤0.01% 420
2025
Q1 		$651K Sell
7,058
-329
-4% -$30.9K ﹤0.01% 419
2024
Q4 		$684K Buy
7,387
+1,659
+29% +$160K ﹤0.01% 411
2024
Q3 		$547K Buy
5,728
+1,341
+31% +$123K ﹤0.01% 445
2024
Q2 		$387K Sell
4,387
-389
-8% -$34.3K ﹤0.01% 467
2024
Q1 		$432K Buy
4,776
+679
+17% +$58.4K ﹤0.01% 451
2023
Q4 		$346K Sell
4,097
-1,362
-25% -$106K ﹤0.01% 465
2023
Q3 		$407K Buy
+5,459
New +$428K ﹤0.01% 439

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 22.9% 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 $5.16B AUM 18.64% 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

TIAA Trust, National Association's IUSV Position: Q1 2026 in Review

TIAA Trust, National Association sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2026, closing a stake of 6,854 shares — an estimated $703K sold.

TIAA Trust, National Association first reported a position in IUSV in Q3 2023 and held it in 10 quarters. The position peaked at $703K in Q4 2025. 793 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • TIAA Trust, National Association reported no remaining iShares Core S&P US Value ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 6,854 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $703K.
  • TIAA Trust, National Association first reported a position in iShares Core S&P US Value ETF in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's iShares Core S&P US Value ETF position peaked at $703K in Q4 2025.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.