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

Peak Retirement Planning’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
2026
Q2 		$411K Sell
3,730
-96
-3% -$10.4K 0.07% 109
2026
Q1 		$391K Sell
3,826
-6
-0.2% -$629 0.08% 108
2025
Q4 		$393K Sell
3,832
-840
-18% -$85.2K 0.09% 109
2025
Q3 		$467K Buy
4,672
+846
+22% +$82.4K 0.13% 94
2025
Q2 		$362K Buy
3,826
+18
+0.5% +$1.63K 0.15% 92
2025
Q1 		$351K Buy
3,808
+378
+11% +$35.5K 0.19% 90
2024
Q4 		$318K Buy
+3,430
New +$330K 0.21% 87

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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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 Retirement Planning's IUSV Position: Q2 2026 in Review

Peak Retirement Planning reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.5% in Q2 2026, selling an estimated $10.4K and leaving 3,730 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #109.

Peak Retirement Planning first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $467K in Q3 2025. 806 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Peak Retirement Planning held 3,730 shares of iShares Core S&P US Value ETF worth $411K as of Q2 2026.
  • Peak Retirement Planning sold 96 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $10.4K.
  • iShares Core S&P US Value ETF made up 0.07% of Peak Retirement Planning's portfolio in Q2 2026, its #109 holding.
  • Peak Retirement Planning first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Peak Retirement Planning's iShares Core S&P US Value ETF position peaked at $467K in Q3 2025.
  • 806 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.