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 Q2	$364K	Buy	3,303 +216	+7%	+$23.4K	0.03%	302
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 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 Wealth Planning Services's IUSV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its iShares Core S&P US Value ETF (IUSV) stake by 7% in Q2 2026, buying an estimated $23.4K and bringing the position to 3,303 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #302.

Pinnacle Wealth Planning Services first reported a position in IUSV in Q4 2024 and has held it in 7 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Pinnacle Wealth Planning Services held 3,303 shares of iShares Core S&P US Value ETF worth $364K as of Q2 2026.
Pinnacle Wealth Planning Services bought 216 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $23.4K.
iShares Core S&P US Value ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #302 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 7 quarters since.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.