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Farmers & Merchants Investments Inc’s iShares Core S&P US Value ETF IUSV Stock Holding History

Farmers & Merchants Investments Inc’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 		$5.29K Hold
48
– – ﹤0.01% 993
2026
Q1 		$4.91K Sell
48
-14
-23% -$1.47K ﹤0.01% 977
2025
Q4 		$6.36K Hold
62
– – ﹤0.01% 886
2025
Q3 		$6.2K Hold
62
– – ﹤0.01% 888
2025
Q2 		$5.87K Hold
62
– – ﹤0.01% 870
2025
Q1 		$5.72K Buy
62
+14
+29% +$1.31K ﹤0.01% 850
2024
Q4 		$4.44K Hold
48
– – ﹤0.01% 833
2024
Q3 		$4.58K Sell
48
-300
-86% -$27.6K ﹤0.01% 837
2024
Q2 		$30.7K Hold
348
– – ﹤0.01% 493
2024
Q1 		$31.5K Hold
348
– – ﹤0.01% 464
2023
Q4 		$29.3K Hold
348
– – ﹤0.01% 451
2023
Q3 		$26K Buy
348
+48
+16% +$3.77K ﹤0.01% 468
2023
Q2 		$23.5K Hold
300
– – ﹤0.01% 485
2023
Q1 		$22.1K Hold
300
– – ﹤0.01% 497
2022
Q4 		$21.2K Hold
300
– – ﹤0.01% 522
2022
Q3 		$19K Hold
300
– – ﹤0.01% 527
2022
Q2 		$20K Hold
300
– – ﹤0.01% 549
2022
Q1 		$23K Hold
300
– – ﹤0.01% 556
2021
Q4 		$23K Buy
+300
New +$22.3K ﹤0.01% 564

Other funds holding IUSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Farmers & Merchants Investments Inc's IUSV Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 48 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Farmers & Merchants Investments Inc first reported a position in IUSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.5K in Q1 2024. 576 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Farmers & Merchants Investments Inc held 48 shares of iShares Core S&P US Value ETF worth $5.29K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #993 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares Core S&P US Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Farmers & Merchants Investments Inc's iShares Core S&P US Value ETF position peaked at $31.5K in Q1 2024.
  • 576 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.