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 Q2	$234K	Buy	2,124 +1	+0%	+$108	0.1%	142
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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: Q2 2026 in Review

Pinnacle Family Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 0.05% in Q2 2026, buying an estimated $108 and bringing the position to 2,124 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #142.

Pinnacle Family Advisors first reported a position in IUSV in Q1 2017 and has held it in 31 quarters since. The position peaked at $988K in Q3 2018. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Pinnacle Family Advisors held 2,124 shares of iShares Core S&P US Value ETF worth $234K as of Q2 2026.
Pinnacle Family Advisors bought 1 iShares Core S&P US Value ETF share in Q2 2026, an estimated $108.
iShares Core S&P US Value ETF made up 0.1% of Pinnacle Family Advisors's portfolio in Q2 2026, its #142 holding.
Pinnacle Family Advisors first reported a position in iShares Core S&P US Value ETF in Q1 2017 and has held it in 31 quarters since.
Pinnacle Family Advisors's iShares Core S&P US Value ETF position peaked at $988K in Q3 2018.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.