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

TIAA Wealth Investment 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
2026
Q2 		$98.5K Sell
894
-125
-12% -$13.5K ﹤0.01% 387
2026
Q1 		$102K Buy
+1,019
New +$107K ﹤0.01% 343

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

TIAA Wealth Investment Management's IUSV Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 12% in Q2 2026, selling an estimated $13.5K and leaving 894 shares worth $98.5K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

TIAA Wealth Investment Management first reported a position in IUSV in Q1 2026 and has held it in 2 quarters since. The position peaked at $102K in Q1 2026. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • TIAA Wealth Investment Management held 894 shares of iShares Core S&P US Value ETF worth $98.5K as of Q2 2026.
  • TIAA Wealth Investment Management sold 125 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $13.5K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #387 holding.
  • TIAA Wealth Investment Management first reported a position in iShares Core S&P US Value ETF in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's iShares Core S&P US Value ETF position peaked at $102K in Q1 2026.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.