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 Q2	–	Sell	-896	Closed	-$91.7K	–	1214
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 $1.55T 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

Twin Peaks Wealth Advisors's IUSV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2026, closing a stake of 896 shares — an estimated $91.7K sold.

Twin Peaks Wealth Advisors first reported a position in IUSV in Q4 2023 and held it in 4 quarters. The position peaked at $316K in Q1 2024. 813 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares Core S&P US Value ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 896 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $91.7K.
Twin Peaks Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2023 and held it in 4 quarters.
Twin Peaks Wealth Advisors's iShares Core S&P US Value ETF position peaked at $316K in Q1 2024.
813 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.