ZENITH SOLUTIONS, INC.’s iShares Core S&P US Value ETF IUSV Stock Holding History

ZENITH SOLUTIONS, INC.’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	$587K	Buy	+5,330	New	+$577K	0.53%	50

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Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

ZENITH SOLUTIONS, INC.'s IUSV Position: Q2 2026 in Review

ZENITH SOLUTIONS, INC. opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 5,330 shares worth $587K. The stake represents 0.53% of the portfolio and ranks #50 among its holdings.

395 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

ZENITH SOLUTIONS, INC. held 5,330 shares of iShares Core S&P US Value ETF worth $587K as of Q2 2026.
iShares Core S&P US Value ETF was a new ZENITH SOLUTIONS, INC. position in Q2 2026.
iShares Core S&P US Value ETF made up 0.53% of ZENITH SOLUTIONS, INC.'s portfolio in Q2 2026, its #50 holding.
395 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on ZENITH SOLUTIONS, INC.'s 13F filing for Q2 2026, filed 3 Aug 2026.