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Merit Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Merit Financial Group’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 		$328M Buy
2,976,786
+187,880
+7% +$20.3M 2% 5
2026
Q1 		$285M Buy
2,788,906
+193,997
+7% +$20.3M 2.12% 4
2025
Q4 		$266M Buy
2,594,909
+251,417
+11% +$25.5M 2.13% 4
2025
Q3 		$234M Buy
2,343,492
+55,005
+2% +$5.35M 2.15% 3
2025
Q2 		$217M Sell
2,288,487
-120,976
-5% -$10.9M 2.41% 4
2025
Q1 		$222M Buy
2,409,463
+606,410
+34% +$56.9M 3.33% 1
2024
Q4 		$167M Sell
1,803,053
-563,545
-24% -$54.2M 3% 3
2024
Q3 		$226M Sell
2,366,598
-236,304
-9% -$21.7M 5.05% 2
2024
Q2 		$229M Buy
2,602,902
+259,910
+11% +$22.9M 5.06% 3
2024
Q1 		$204M Buy
2,342,992
+2,340,600
+97,851% +$201M 4.87% 3
2023
Q4 		$202K Buy
+2,392
New +$186K 0.01% 728
2019
Q2 		– Sell
-1,083,337
Closed -$84.3M – 117
2019
Q1 		$84.3M Buy
+1,083,337
New +$57.9M 10.28% 4

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Merit Financial Group's IUSV Position: Q2 2026 in Review

Merit Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 6.7% in Q2 2026, buying an estimated $20.3M and bringing the position to 2,976,786 shares worth $328M. The position accounts for 2% of the portfolio, ranked #5.

Merit Financial Group first reported a position in IUSV in Q1 2019 and has held it in 12 quarters since. 333 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Merit Financial Group held 2,976,786 shares of iShares Core S&P US Value ETF worth $328M as of Q2 2026.
  • Merit Financial Group bought 187,880 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $20.3M.
  • iShares Core S&P US Value ETF made up 2% of Merit Financial Group's portfolio in Q2 2026, its #5 holding.
  • Merit Financial Group first reported a position in iShares Core S&P US Value ETF in Q1 2019 and has held it in 12 quarters since.
  • 333 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.