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
2026 Q2	$615K	Sell	5,579 -121	-2%	-$13.1K	0.02%	490
2026 Q1	$583K	Buy	5,700 +310	+6%	+$32.5K	0.02%	479
2025 Q4	$553K	Buy	5,390 +633	+13%	+$64.2K	0.02%	480
2025 Q3	$475K	Buy	4,757 +211	+5%	+$20.5K	0.02%	486
2025 Q2	$430K	Sell	4,546 -1,382	-23%	-$125K	0.02%	486
2025 Q1	$547K	Buy	5,928 +214	+4%	+$20.1K	0.03%	394
2024 Q4	$529K	Sell	5,714 -658	-10%	-$63.3K	0.03%	392
2024 Q3	$608K	Buy	+6,372	New	+$586K	0.03%	377
2024 Q2	–	Sell	-6,349	Closed	-$574K	–	412
2024 Q1	$574K	Sell	6,349 -460	-7%	-$39.6K	0.1%	129
2023 Q4	$574K	Sell	6,809 -6,657	-49%	-$518K	0.04%	359
2023 Q3	$1M	Buy	13,466 +7,004	+108%	+$550K	0.06%	232
2023 Q2	$506K	Buy	6,462 +336	+5%	+$25.1K	0.04%	327
2023 Q1	$452K	Buy	+6,126	New	+$451K	0.04%	337

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

Meridian Wealth Management's IUSV Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 2.1% in Q2 2026, selling an estimated $13.1K and leaving 5,579 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #490.

Meridian Wealth Management first reported a position in IUSV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1M in Q3 2023. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Meridian Wealth Management held 5,579 shares of iShares Core S&P US Value ETF worth $615K as of Q2 2026.
Meridian Wealth Management sold 121 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $13.1K.
iShares Core S&P US Value ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #490 holding.
Meridian Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 13 quarters since.
Meridian Wealth Management's iShares Core S&P US Value ETF position peaked at $1M in Q3 2023.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.