Tucker Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Tucker Asset 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	$17.6K	Hold	172	–	–	0.01%	482
2025 Q3	$17.2K	Hold	172	–	–	0.01%	236
2025 Q2	$16.3K	Hold	172	–	–	0.01%	202
2025 Q1	$15.9K	Sell	172 -22	-11%	-$2.06K	0.01%	210
2024 Q4	$18K	Hold	194	–	–	﹤0.01%	592
2024 Q3	$18.5K	Buy	194 +172	+782%	+$15.8K	﹤0.01%	558
2024 Q2	$1.94K	Sell	22 -3	-12%	-$264	﹤0.01%	1324
2024 Q1	$2.26K	Hold	25	–	–	﹤0.01%	1284
2023 Q4	$2.11K	Hold	25	–	–	﹤0.01%	1116
2023 Q3	$1.87K	Hold	25	–	–	﹤0.01%	1050
2023 Q2	$1.96K	Hold	25	–	–	﹤0.01%	857
2023 Q1	$1.84K	Hold	25	–	–	﹤0.01%	910
2022 Q4	$1.77K	Sell	25 -202	-89%	-$14K	﹤0.01%	572
2022 Q3	$15.8K	Buy	227 +202	+808%	+$13.9K	0.01%	270
2022 Q2	$1.67K	Hold	25	–	–	﹤0.01%	468
2022 Q1	$1.9K	Hold	25	–	–	﹤0.01%	423
2021 Q4	$1.91K	Hold	25	–	–	﹤0.01%	365
2021 Q3	$1.85K	Hold	25	–	–	﹤0.01%	293
2021 Q2	$1.8K	Hold	25	–	–	﹤0.01%	272
2021 Q1	$1.72K	Hold	25	–	–	﹤0.01%	263
2020 Q4	$1.55K	Buy	+25	New	+$1.47K	﹤0.01%	284

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 $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Tucker Asset Management's IUSV Position: Q4 2025 in Review

Tucker Asset Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q4 2025 at 172 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #482.

Tucker Asset Management first reported a position in IUSV in Q4 2020 and has held it in 21 quarters since. The position peaked at $18.5K in Q3 2024. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

Tucker Asset Management held 172 shares of iShares Core S&P US Value ETF worth $17.6K as of Q4 2025.
Tucker Asset Management left its iShares Core S&P US Value ETF share count unchanged in Q4 2025.
iShares Core S&P US Value ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #482 holding.
Tucker Asset Management first reported a position in iShares Core S&P US Value ETF in Q4 2020 and has held it in 21 quarters since.
Tucker Asset Management's iShares Core S&P US Value ETF position peaked at $18.5K in Q3 2024.
796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.