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

Tidemark’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 		$243K Sell
2,202
-93
-4% -$10.1K 0.05% 140
2026
Q1 		$235K Buy
+2,295
New +$241K 0.06% 128
2025
Q2 		– Sell
-67
Closed -$6.18K – 730
2025
Q1 		$6.18K Buy
+67
New +$6.29K ﹤0.01% 491
2024
Q2 		– Sell
-289
Closed -$26.1K – 685
2024
Q1 		$26.1K Buy
289
+220
+319% +$18.9K 0.01% 305
2023
Q4 		$5.82K Buy
+69
New +$5.37K ﹤0.01% 486

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
SignatureFD
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Tidemark's IUSV Position: Q2 2026 in Review

Tidemark reduced its iShares Core S&P US Value ETF (IUSV) stake by 4.1% in Q2 2026, selling an estimated $10.1K and leaving 2,202 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #140.

Tidemark first reported a position in IUSV in Q4 2023 and has held it in 5 quarters since. 815 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Tidemark held 2,202 shares of iShares Core S&P US Value ETF worth $243K as of Q2 2026.
  • Tidemark sold 93 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $10.1K.
  • iShares Core S&P US Value ETF made up 0.05% of Tidemark's portfolio in Q2 2026, its #140 holding.
  • Tidemark first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 5 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.