Twin Peaks Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Twin Peaks Wealth Advisors’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	$91.7K	Buy	+896	New	+$94K	0.02%	306
2025 Q3	–	Sell	-1,158	Closed	-$112K	–	1149
2025 Q2	$112K	Buy	+1,158	New	+$105K	0.04%	219
2024 Q2	–	Sell	-3,490	Closed	-$316K	–	133
2024 Q1	$316K	Sell	3,490 -219	-6%	-$18.8K	0.18%	100
2023 Q4	$313K	Buy	+3,709	New	+$289K	0.2%	95

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

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

Twin Peaks Wealth Advisors's IUSV Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Core S&P US Value ETF (IUSV) in Q1 2026: 896 shares worth $91.7K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IUSV as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IUSV in Q4 2023 and has held it in 4 quarters since. The position peaked at $316K in Q1 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Twin Peaks Wealth Advisors held 896 shares of iShares Core S&P US Value ETF worth $91.7K as of Q1 2026.
iShares Core S&P US Value ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
iShares Core S&P US Value ETF made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #306 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2023 and has held it in 4 quarters since.
Twin Peaks Wealth Advisors's iShares Core S&P US Value ETF position peaked at $316K in Q1 2024.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.