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Pinnacle Wealth Planning Services’s iShares Core S&P US Value ETF IUSV Stock Holding History

Pinnacle Wealth Planning Services’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 		$316K Hold
3,087
– – 0.03% 322
2025
Q4 		$317K Hold
3,087
– – 0.03% 306
2025
Q3 		$309K Hold
3,087
– – 0.04% 311
2025
Q2 		$292K Hold
3,087
– – 0.04% 305
2025
Q1 		$285K Hold
3,087
– – 0.04% 276
2024
Q4 		$286K Buy
+3,087
New +$297K 0.04% 265

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 Wealth Planning Services's IUSV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 3,087 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #322.

Pinnacle Wealth Planning Services first reported a position in IUSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $317K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,087 shares of iShares Core S&P US Value ETF worth $316K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #322 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Core S&P US Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's iShares Core S&P US Value ETF position peaked at $317K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.