Pineridge Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Pineridge Advisors’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 Q3	$80.3K	Hold	803	–	–	0.02%	87
2025 Q2	$76K	Buy	803 +2	+0.2%	+$181	0.03%	88
2025 Q1	$73.9K	Buy	801 +3	+0.4%	+$282	0.03%	87
2024 Q4	$73.9K	Buy	798 +3	+0.4%	+$289	0.03%	113
2024 Q3	$75.9K	Buy	795 +3	+0.4%	+$276	0.03%	111
2024 Q2	$69.8K	Hold	792	–	–	0.02%	115
2024 Q1	$71.6K	Sell	792 -424	-35%	-$36.5K	0.03%	107
2023 Q4	$103K	Buy	+1,216	New	+$94.7K	0.03%	109

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Pineridge Advisors's IUSV Position: Q3 2025 in Review

Pineridge Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2025 at 803 shares worth $80.3K. The position accounts for 0.02% of the portfolio, ranked #87.

Pineridge Advisors first reported a position in IUSV in Q4 2023 and has held it in 8 quarters since. The position peaked at $103K in Q4 2023. 747 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

Pineridge Advisors held 803 shares of iShares Core S&P US Value ETF worth $80.3K as of Q3 2025.
Pineridge Advisors left its iShares Core S&P US Value ETF share count unchanged in Q3 2025.
iShares Core S&P US Value ETF made up 0.02% of Pineridge Advisors's portfolio in Q3 2025, its #87 holding.
Pineridge Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Core S&P US Value ETF position peaked at $103K in Q4 2023.
747 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.