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MLG Wealth Management DBA Pine Grove Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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 		$938K Buy
+9,147
New +$927K 0.11% 82

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 22.96% 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 $5.16B AUM 18.64% 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

MLG Wealth Management DBA Pine Grove Financial Group's IUSV Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares Core S&P US Value ETF (IUSV) in Q4 2025: 9,147 shares worth $938K. The stake represents 0.11% of the portfolio and ranks #82 among its holdings.

798 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 9,147 shares of iShares Core S&P US Value ETF worth $938K as of Q4 2025.
  • iShares Core S&P US Value ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares Core S&P US Value ETF made up 0.11% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #82 holding.
  • 798 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.