Tower Bridge Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Tower Bridge Advisors’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	$307K	Buy	+3,000	New	+$315K	0.03%	190

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Tower Bridge Advisors's IUSV Position: Q1 2026 in Review

Tower Bridge Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 3,000 shares worth $307K. The stake represents 0.03% of the portfolio and ranks #190 among its holdings.

786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Tower Bridge Advisors held 3,000 shares of iShares Core S&P US Value ETF worth $307K as of Q1 2026.
iShares Core S&P US Value ETF was a new Tower Bridge Advisors position in Q1 2026.
iShares Core S&P US Value ETF made up 0.03% of Tower Bridge Advisors's portfolio in Q1 2026, its #190 holding.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.