Pinnacle Wealth Management Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Pinnacle Wealth Management Advisory Group’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 Q2	$513K	Sell	2,260 -25	-1%	-$5.58K	0.03%	281
2026 Q1	$482K	Sell	2,285 -339	-13%	-$73.4K	0.03%	278
2025 Q4	$556K	Sell	2,624 -38	-1%	-$7.96K	0.04%	251
2025 Q3	$550K	Sell	2,662 -87	-3%	-$17.5K	0.04%	216
2025 Q2	$537K	Buy	2,749 +59	+2%	+$11K	0.04%	208
2025 Q1	$513K	Sell	2,690 -1,100	-29%	-$213K	0.05%	203
2024 Q4	$723K	Buy	3,790 +2,125	+128%	+$421K	0.07%	165
2024 Q3	$328K	Hold	1,665	–	–	0.03%	263
2024 Q2	$303K	Hold	1,665	–	–	0.03%	266
2024 Q1	$311K	Hold	1,665	–	–	0.03%	250
2023 Q4	$290K	Hold	1,665	–	–	0.03%	255
2023 Q3	$256K	Sell	1,665 -50	-3%	-$8.08K	0.03%	258
2023 Q2	$276K	Hold	1,715	–	–	0.03%	252
2023 Q1	$260K	Buy	+1,715	New	+$259K	0.04%	257

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IVE Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its iShares S&P 500 Value ETF (IVE) stake by 1.1% in Q2 2026, selling an estimated $5.58K and leaving 2,260 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #281.

Pinnacle Wealth Management Advisory Group first reported a position in IVE in Q1 2023 and has held it in 14 quarters since. The position peaked at $723K in Q4 2024. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 2,260 shares of iShares S&P 500 Value ETF worth $513K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 25 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $5.58K.
iShares S&P 500 Value ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #281 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
Pinnacle Wealth Management Advisory Group's iShares S&P 500 Value ETF position peaked at $723K in Q4 2024.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.