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Tidal Investments’s iShares Core S&P US Value ETF IUSV Stock Holding History

Tidal Investments’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 		$398K Buy
+3,897
New +$409K ﹤0.01% 1928
2025
Q2 		– Sell
-3,857
Closed -$356K – 1991
2025
Q1 		$356K Buy
+3,857
New +$362K ﹤0.01% 1482

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

Tidal Investments's IUSV Position: Q1 2026 in Review

Tidal Investments opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 3,897 shares worth $398K. The stake represents ﹤0.01% of the portfolio and ranks #1928 among its holdings. This is a return to the name: Tidal Investments previously reported a position in IUSV as recently as Q1 2025.

Tidal Investments first reported a position in IUSV in Q1 2025 and has held it in 2 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Tidal Investments held 3,897 shares of iShares Core S&P US Value ETF worth $398K as of Q1 2026.
  • iShares Core S&P US Value ETF was a new Tidal Investments position in Q1 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1928 holding.
  • Tidal Investments first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.