Pinnacle Family Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Pinnacle Family Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.78M	Sell	17,923 -43	-0.2%	-$9.31K	1.78%	16
2025 Q4	$3.81M	Buy	17,966 +38	+0.2%	+$7.96K	1.68%	13
2025 Q3	$3.7M	Buy	17,928 +4	+0%	+$803	1.62%	16
2025 Q2	$3.5M	Buy	17,924 +793	+5%	+$148K	1.7%	13
2025 Q1	$3.26M	Buy	17,131 +431	+3%	+$83.4K	1.78%	15
2024 Q4	$3.19M	Sell	16,700 -493	-3%	-$97.8K	1.54%	16
2024 Q3	$3.39M	Sell	17,193 -12	-0.1%	-$2.28K	1.76%	16
2024 Q2	$3.13M	Sell	17,205 -216	-1%	-$39.3K	1.73%	15
2024 Q1	$3.25M	Buy	17,421 +1,135	+7%	+$202K	1.73%	18
2023 Q4	$2.83M	Buy	16,286 +24	+0.1%	+$3.86K	1.66%	18
2023 Q3	$2.5M	Sell	16,262 -18,032	-53%	-$2.91M	1.43%	17
2023 Q2	$5.53M	Buy	34,294 +370	+1%	+$56.9K	2.98%	8
2023 Q1	$5.15M	Sell	33,924 -26,167	-44%	-$3.95M	3.13%	9
2022 Q4	$8.72M	Buy	60,091 +27,563	+85%	+$3.93M	6.23%	4
2022 Q3	$4.18M	Sell	32,528 -28,174	-46%	-$3.99M	3.62%	8
2022 Q2	$8.34M	Sell	60,702 -22,890	-27%	-$3.38M	6.81%	3
2022 Q1	$13M	Buy	+83,592	New	+$12.9M	6.93%	4
2020 Q2	–	Sell	-27,082	Closed	-$2.61M	–	83
2020 Q1	$2.61M	Sell	27,082 -12,534	-32%	-$1.49M	3.14%	8
2019 Q4	$5.15M	Buy	39,616 +27,528	+228%	+$3.43M	4.64%	7
2019 Q3	$1.44M	Sell	12,088 -24,412	-67%	-$2.86M	1.27%	20
2019 Q2	$4.25M	Buy	36,500 +7,128	+24%	+$817K	3.53%	9
2019 Q1	$3.31M	Sell	29,372 -3,546	-11%	-$389K	2.94%	11
2018 Q4	$3.33M	Buy	32,918 +23,611	+254%	+$2.58M	2.24%	12
2018 Q3	$1.08M	Buy	9,307 +619	+7%	+$71K	0.57%	29
2018 Q2	$963K	Sell	8,688 -65	-0.7%	-$7.2K	0.51%	32
2018 Q1	$957K	Sell	8,753 -265	-3%	-$30.3K	0.55%	33
2017 Q4	$1.03M	Buy	9,018 +21	+0.2%	+$2.33K	0.47%	39
2017 Q3	$971K	Sell	8,997 -1,004	-10%	-$106K	0.46%	44
2017 Q2	$1.05M	Sell	10,001 -564	-5%	-$58.8K	0.59%	38
2017 Q1	$1.1M	Sell	10,565 -11,977	-53%	-$1.24M	0.68%	26
2016 Q4	$2.29M	Buy	+22,542	New	+$2.2M	1.4%	23

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Family Advisors's IVE Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 0.24% in Q1 2026, selling an estimated $9.31K and leaving 17,923 shares worth $3.78M. The position accounts for 1.78% of the portfolio, ranked #16.

Pinnacle Family Advisors first reported a position in IVE in Q4 2016 and has held it in 31 quarters since. The position peaked at $13M in Q1 2022. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Pinnacle Family Advisors held 17,923 shares of iShares S&P 500 Value ETF worth $3.78M as of Q1 2026.
Pinnacle Family Advisors sold 43 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $9.31K.
iShares S&P 500 Value ETF made up 1.78% of Pinnacle Family Advisors's portfolio in Q1 2026, its #16 holding.
Pinnacle Family Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2016 and has held it in 31 quarters since.
Pinnacle Family Advisors's iShares S&P 500 Value ETF position peaked at $13M in Q1 2022.
1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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