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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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	+$286K	0.04%	265