Merit Financial Group
IUSV icon

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
Q3 		$340M Buy
3,087,493
+110,707
+4% +$12.5M 1.9% 6
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Merit Financial Group's IUSV Position: Q3 2026 in Review

Merit Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 3.7% in Q3 2026, buying an estimated $12.5M and bringing the position to 3,087,493 shares worth $340M. The position accounts for 1.9% of the portfolio, ranked #6.

Merit Financial Group first reported a position in IUSV in Q1 2019 and has held it in 13 quarters since. 733 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Merit Financial Group held 3,087,493 shares of iShares Core S&P US Value ETF worth $340M as of Q3 2026.
  • Merit Financial Group bought 110,707 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $12.5M.
  • iShares Core S&P US Value ETF made up 1.9% of Merit Financial Group's portfolio in Q3 2026, its #6 holding.
  • Merit Financial Group first reported a position in iShares Core S&P US Value ETF in Q1 2019 and has held it in 13 quarters since.
  • 733 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.