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IUSV icon

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

Pinnacle Family 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
2026
Q1 		$217K Sell
2,123
-60
-3% -$6.29K 0.1% 132
2025
Q4 		$224K Buy
2,183
+2
+0.1% +$203 0.1% 133
2025
Q3 		$218K Sell
2,181
-501
-19% -$48.8K 0.1% 118
2025
Q2 		$253K Buy
2,682
+432
+19% +$39K 0.12% 111
2025
Q1 		$208K Sell
2,250
-33
-1% -$3.1K 0.11% 107
2024
Q4 		$211K Sell
2,283
-9
-0.4% -$866 0.1% 108
2024
Q3 		$219K Buy
2,292
+2
+0.1% +$184 0.11% 109
2024
Q2 		$202K Buy
2,290
+1
+0% +$88 0.11% 107
2024
Q1 		$207K Buy
+2,289
New +$197K 0.11% 96
2023
Q3 		– Sell
-2,625
Closed -$205K – 96
2023
Q2 		$205K Buy
+2,625
New +$196K 0.11% 98
2022
Q2 		– Sell
-3,044
Closed -$231K – 102
2022
Q1 		$231K Buy
3,044
+201
+7% +$15.1K 0.12% 109
2021
Q4 		$217K Sell
2,843
-558
-16% -$41.4K 0.1% 99
2021
Q3 		$241K Buy
3,401
+1
+0% +$73 0.11% 121
2021
Q2 		$245K Buy
3,400
+1
+0% +$72 0.11% 116
2021
Q1 		$234K Sell
3,399
-368
-10% -$24.1K 0.12% 111
2020
Q4 		$234K Buy
3,767
+1
+0% +$59 0.14% 110
2020
Q3 		$204K Sell
3,766
-343
-8% -$18.7K 0.14% 77
2020
Q2 		$215K Buy
+4,109
New +$210K 0.19% 70
2020
Q1 		– Sell
-3,983
Closed -$251K – 82
2019
Q4 		$251K Buy
3,983
+1
+0% +$60 0.23% 69
2019
Q3 		$230K Buy
3,982
+2
+0.1% +$114 0.2% 71
2019
Q2 		$225K Buy
3,980
+2
+0.1% +$111 0.19% 72
2019
Q1 		$218K Sell
3,978
-14,274
-78% -$763K 0.19% 68
2018
Q4 		$896K Buy
18,252
+722
+4% +$38.4K 0.6% 34
2018
Q3 		$988K Buy
17,530
+246
+1% +$13.7K 0.52% 30
2018
Q2 		$928K Sell
17,284
-167
-1% -$9K 0.49% 35
2018
Q1 		$927K Buy
17,451
+99
+0.6% +$5.49K 0.53% 35
2017
Q4 		$961K Buy
17,352
+514
+3% +$27.6K 0.44% 42
2017
Q3 		$881K Buy
16,838
+11,578
+220% +$594K 0.41% 46
2017
Q2 		$268K Buy
5,260
+110
+2% +$5.56K 0.15% 60
2017
Q1 		$260K Buy
+5,150
New +$259K 0.16% 54

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 $6.53B AUM 20.48% 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 Family Advisors's IUSV Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.7% in Q1 2026, selling an estimated $6.29K and leaving 2,123 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #132.

Pinnacle Family Advisors first reported a position in IUSV in Q1 2017 and has held it in 30 quarters since. The position peaked at $988K in Q3 2018. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Pinnacle Family Advisors held 2,123 shares of iShares Core S&P US Value ETF worth $217K as of Q1 2026.
  • Pinnacle Family Advisors sold 60 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $6.29K.
  • iShares Core S&P US Value ETF made up 0.1% of Pinnacle Family Advisors's portfolio in Q1 2026, its #132 holding.
  • Pinnacle Family Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2017 and has held it in 30 quarters since.
  • Pinnacle Family Advisors's iShares Core S&P US Value ETF position peaked at $988K in Q3 2018.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.