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Richards, Merrill & Peterson’s iShares Core S&P US Value ETF IUSV Stock Holding History

Richards, Merrill & Peterson’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 		$14.5K Hold
132
– – ﹤0.01% 268
2026
Q1 		$13.5K Hold
132
– – 0.01% 262
2025
Q4 		$13.5K Hold
132
– – 0.01% 251
2025
Q3 		$13.2K Hold
132
– – 0.01% 206
2025
Q2 		$12.5K Buy
132
+108
+450% +$9.75K 0.01% 192
2025
Q1 		$2.21K Buy
+24
New +$2.25K ﹤0.01% 469

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Richards, Merrill & Peterson's IUSV Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 132 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Richards, Merrill & Peterson first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Richards, Merrill & Peterson held 132 shares of iShares Core S&P US Value ETF worth $14.5K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares Core S&P US Value ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #268 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.