TWM
IUSV icon

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

Tripletail Wealth 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
2025
Q4 		– Sell
-28
Closed -$2.83K – 306
2025
Q3 		$2.83K Buy
+28
New +$2.73K ﹤0.01% 310

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

Tripletail Wealth Management's IUSV Position: Q4 2025 in Review

Tripletail Wealth Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 28 shares — an estimated $2.83K sold.

Tripletail Wealth Management first reported a position in IUSV in Q3 2025 and held it in 1 quarter. The position peaked at $2.83K in Q3 2025. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Tripletail Wealth Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 28 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $2.83K.
  • Tripletail Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's iShares Core S&P US Value ETF position peaked at $2.83K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.