PA
IUSV icon

Pinnacle Associates’s iShares Core S&P US Value ETF IUSV Stock Holding History

Pinnacle Associates’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
Q1 		$268K Sell
2,621
-45
-2% -$4.72K ﹤0.01% 835
2025
Q4 		$273K Hold
2,666
– – ﹤0.01% 817
2025
Q3 		$266K Sell
2,666
-135
-5% -$13.1K ﹤0.01% 783
2025
Q2 		$265K Buy
2,801
+146
+5% +$13.2K ﹤0.01% 768
2025
Q1 		$245K Sell
2,655
-30
-1% -$2.81K ﹤0.01% 759
2024
Q4 		$249K Sell
2,685
-15
-0.6% -$1.44K ﹤0.01% 761
2024
Q3 		$228K Buy
2,700
+15
+0.6% +$1.38K ﹤0.01% 744
2024
Q2 		$237K Sell
2,685
-15
-0.6% -$1.32K ﹤0.01% 745
2024
Q1 		$244K Hold
2,700
– – ﹤0.01% 748
2023
Q4 		$228K Hold
2,700
– – ﹤0.01% 756
2023
Q3 		$201K Hold
2,700
– – ﹤0.01% 761
2023
Q2 		$211K Sell
2,700
-170
-6% -$12.7K ﹤0.01% 755
2023
Q1 		$212K Hold
2,870
– – ﹤0.01% 719
2022
Q4 		$203K Buy
+2,870
New +$200K ﹤0.01% 712
2022
Q3 		– Sell
-3,202
Closed -$214K – 754
2022
Q2 		$214K Buy
3,202
+50
+2% +$3.59K ﹤0.01% 695
2022
Q1 		$239K Sell
3,152
-70
-2% -$5.25K ﹤0.01% 715
2021
Q4 		$246K Hold
3,222
– – ﹤0.01% 713
2021
Q3 		$228K Buy
3,222
+67
+2% +$4.87K ﹤0.01% 701
2021
Q2 		$227K Hold
3,155
– – ﹤0.01% 704
2021
Q1 		$217K Buy
+3,155
New +$207K ﹤0.01% 687
2020
Q1 		– Sell
-3,250
Closed -$205K – 691
2019
Q4 		$205K Buy
+3,250
New +$196K ﹤0.01% 673
2019
Q2 		– Sell
-4,850
Closed -$266K – 725
2019
Q1 		$266K Hold
4,850
– – 0.01% 618
2018
Q4 		$238K Buy
+4,850
New +$258K 0.01% 614

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.8B AUM 14.71% 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

Pinnacle Associates's IUSV Position: Q1 2026 in Review

Pinnacle Associates reduced its iShares Core S&P US Value ETF (IUSV) stake by 1.7% in Q1 2026, selling an estimated $4.72K and leaving 2,621 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Pinnacle Associates first reported a position in IUSV in Q4 2018 and has held it in 23 quarters since. The position peaked at $273K in Q4 2025. 787 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Pinnacle Associates held 2,621 shares of iShares Core S&P US Value ETF worth $268K as of Q1 2026.
  • Pinnacle Associates sold 45 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $4.72K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #835 holding.
  • Pinnacle Associates first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 23 quarters since.
  • Pinnacle Associates's iShares Core S&P US Value ETF position peaked at $273K in Q4 2025.
  • 787 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.