PCA Investment Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$32.8M Buy
320,867
+18,359
+6% +$1.93M 10.95% 2
2025
Q4
$31M Buy
302,508
+23,402
+8% +$2.37M 10.84% 2
2025
Q3
$27.9M Buy
279,106
+22,099
+9% +$2.15M 10.32% 2
2025
Q2
$24.3M Buy
257,007
+18,650
+8% +$1.68M 10.25% 2
2025
Q1
$22M Buy
238,357
+17,268
+8% +$1.62M 11.63% 2
2024
Q4
$20.5M Buy
221,089
+40,891
+23% +$3.93M 9.48% 2
2024
Q3
$17.2M Buy
180,198
+10,352
+6% +$952K 8.1% 2
2024
Q2
$15M Buy
169,846
+22,642
+15% +$2M 7.84% 2
2024
Q1
$13.3M Buy
147,204
+17,294
+13% +$1.49M 7.48% 2
2023
Q4
$11M Buy
129,910
+3,241
+3% +$252K 7.24% 2
2023
Q3
$9.45M Buy
126,669
+709
+0.6% +$55.6K 6.74% 2
2023
Q2
$9.86M Buy
125,960
+3,949
+3% +$295K 5.88% 2
2023
Q1
$9M Buy
+122,011
New +$8.99M 6.37% 3

Other funds holding IUSV

PCA Investment Advisory Services's IUSV Position: Q1 2026 in Review

PCA Investment Advisory Services increased its iShares Core S&P US Value ETF (IUSV) stake by 6.1% in Q1 2026, buying an estimated $1.93M and bringing the position to 320,867 shares worth $32.8M. The position accounts for 10.95% of the portfolio, ranked #2.

PCA Investment Advisory Services first reported a position in IUSV in Q1 2023 and has held it in 13 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • PCA Investment Advisory Services held 320,867 shares of iShares Core S&P US Value ETF worth $32.8M as of Q1 2026.
  • PCA Investment Advisory Services bought 18,359 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $1.93M.
  • iShares Core S&P US Value ETF made up 10.95% of PCA Investment Advisory Services's portfolio in Q1 2026, its #2 holding.
  • PCA Investment Advisory Services first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on PCA Investment Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.