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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Meridian Wealth Management's IUSV Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares Core S&P US Value ETF (IUSV) stake by 5.8% in Q1 2026, buying an estimated $32.5K and bringing the position to 5,700 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #479.

Meridian Wealth Management first reported a position in IUSV in Q1 2023 and has held it in 12 quarters since. The position peaked at $1M in Q3 2023. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Meridian Wealth Management held 5,700 shares of iShares Core S&P US Value ETF worth $583K as of Q1 2026.
  • Meridian Wealth Management bought 310 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $32.5K.
  • iShares Core S&P US Value ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #479 holding.
  • Meridian Wealth Management first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 12 quarters since.
  • Meridian Wealth Management's iShares Core S&P US Value ETF position peaked at $1M in Q3 2023.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.