Meriwether Wealth & Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History

Meriwether Wealth & Planning’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	$16.9K	Buy	+153	New	+$17.3K	0.01%	360

Other funds holding IUSV

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Meriwether Wealth & Planning's IUSV Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in iShares Core S&P US Value ETF (IUSV) in Q3 2026: 153 shares worth $16.9K. The stake represents 0.01% of the portfolio and ranks #360 among its holdings.

339 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Meriwether Wealth & Planning held 153 shares of iShares Core S&P US Value ETF worth $16.9K as of Q3 2026.
iShares Core S&P US Value ETF was a new Meriwether Wealth & Planning position in Q3 2026.
iShares Core S&P US Value ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #360 holding.
339 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.