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Meramec Financial Planners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Meramec Financial Planners’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 		$32.9K Buy
+292
New +$31.6K 0.01% 266
2026
Q1 		– Sell
-80
Closed -$8.61K – 529
2025
Q4 		$8.61K Buy
+80
New +$8.11K ﹤0.01% 339

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

Meramec Financial Planners's IUSV Position: Q2 2026 in Review

Meramec Financial Planners opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 292 shares worth $32.9K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Meramec Financial Planners previously reported a position in IUSV as recently as Q4 2025.

Meramec Financial Planners first reported a position in IUSV in Q4 2025 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Meramec Financial Planners held 292 shares of iShares Core S&P US Value ETF worth $32.9K as of Q2 2026.
  • iShares Core S&P US Value ETF was a new Meramec Financial Planners position in Q2 2026.
  • iShares Core S&P US Value ETF made up 0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #266 holding.
  • Meramec Financial Planners first reported a position in iShares Core S&P US Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 569 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.