Meridian Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Meridian Wealth Management’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
2025 Q2	$430K	Sell
2025 Q1	$547K	Buy
2024 Q4	$529K	Sell
2024 Q3	$608K	Buy
2024 Q2	–	Sell
2024 Q1	$574K	Sell
2023 Q4	$574K	Sell
2023 Q3	$1M	Buy
2023 Q2	$506K	Buy
2023 Q1	$452K	Buy