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 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 $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 Wealth Management Advisory Group's IVE Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its iShares S&P 500 Value ETF (IVE) stake by 13% in Q1 2026, selling an estimated $73.4K and leaving 2,285 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #278.

Pinnacle Wealth Management Advisory Group first reported a position in IVE in Q1 2023 and has held it in 13 quarters since. The position peaked at $723K in Q4 2024. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 2,285 shares of iShares S&P 500 Value ETF worth $482K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 339 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $73.4K.
iShares S&P 500 Value ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #278 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 13 quarters since.
Pinnacle Wealth Management Advisory Group's iShares S&P 500 Value ETF position peaked at $723K in Q4 2024.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.