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IUSVIUSV
Showing 8 of 13 quarters

Position history for MFMerit Financial Group, LLC's holdings in ISHARES CORE S&P U.S. VALUE

Merit Financial Group, LLC holds 3M shares of IUSV (ISHARES CORE S&P U.S. VALUE), worth $327.9M as of 2026-Q2. The position was increased (+6.7% shares). IUSV represents 2.0% of Merit Financial Group, LLC's portfolio.

Current Value

$327.9M

Current Shares

3M

Total Value Change

+$101.9M

Total Shares Change

+610,188

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3M
+6.7%
$327.9M2.0%$110.15
57
2026-Q1
Increased
2.8M
+7.5%
$285.2M2.1%$101.84
57
2025-Q4
Increased
2.6M
+10.7%
$266.1M2.1%$101.73
59
2025-Q3
Increased
2.3M
+2.4%
$234.2M2.2%$98.64
54
2025-Q2
Decreased
2.3M
-5.0%
$216.6M2.4%$92.94
0
2025-Q1
Increased
2.4M
+33.6%
$222.4M3.3%$90.22
72
2024-Q4
Decreased
1.8M
-23.8%
$166.9M3.0%$90.15
0
2024-Q3
Decreased
2.4M
-9.1%
$226M5.1%$92.45
0

Other major holders of IUSV: BANK OF AMERICA CORP /DE/

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