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Peak Planning Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Peak Planning 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 		– Sell
-2,297
Closed -$230K – 121
2025
Q3 		$230K Sell
2,297
-407
-15% -$39.6K 0.12% 83
2025
Q2 		$256K Hold
2,704
– – 0.16% 75
2025
Q1 		$250K Hold
2,704
– – 0.1% 103
2024
Q4 		$250K Hold
2,704
– – 0.1% 101
2024
Q3 		$258K Hold
2,704
– – 0.11% 95
2024
Q2 		$238K Buy
+2,704
New +$238K 0.12% 94

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

Peak Planning Group's IUSV Position: Q4 2025 in Review

Peak Planning Group sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 2,297 shares — an estimated $230K sold.

Peak Planning Group first reported a position in IUSV in Q2 2024 and held it in 6 quarters. The position peaked at $258K in Q3 2024. 797 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Peak Planning Group reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Peak Planning Group sold 2,297 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $230K.
  • Peak Planning Group first reported a position in iShares Core S&P US Value ETF in Q2 2024 and held it in 6 quarters.
  • Peak Planning Group's iShares Core S&P US Value ETF position peaked at $258K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Peak Planning Group's 13F filing for Q4 2025, filed 13 Feb 2026.