MWM
IUSV icon

Merriman Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Merriman 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
2024
Q4 		$202K Sell
2,181
-1,520
-41% -$146K 0.01% 201
2024
Q3 		$353K Buy
+3,701
New +$340K 0.01% 163

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Merriman Wealth Management's IUSV Position: Q4 2024 in Review

Merriman Wealth Management reduced its iShares Core S&P US Value ETF (IUSV) stake by 41% in Q4 2024, selling an estimated $146K and leaving 2,181 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #201.

Merriman Wealth Management first reported a position in IUSV in Q3 2024 and has held it in 2 quarters since. The position peaked at $353K in Q3 2024. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • Merriman Wealth Management held 2,181 shares of iShares Core S&P US Value ETF worth $202K as of Q4 2024.
  • Merriman Wealth Management sold 1,520 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $146K.
  • iShares Core S&P US Value ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #201 holding.
  • Merriman Wealth Management first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Merriman Wealth Management's iShares Core S&P US Value ETF position peaked at $353K in Q3 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.