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

Olistico Wealth’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	$7.93K	Hold	72	–	–	﹤0.01%	267
2026 Q1	$7.36K	Hold	72	–	–	﹤0.01%	272
2025 Q4	$7.38K	Buy	+72	New	+$7.3K	﹤0.01%	274
2025 Q3	–	Sell	-72	Closed	-$6.81K	–	217
2025 Q2	$6.81K	Sell	72 -74	-51%	-$6.68K	﹤0.01%	280
2025 Q1	$13.5K	Hold	146	–	–	0.01%	234
2024 Q4	$13.5K	Hold	146	–	–	0.01%	229
2024 Q3	$13.9K	Hold	146	–	–	0.01%	230
2024 Q2	$12.9K	Buy	+146	New	+$12.9K	0.01%	232

Other funds holding IUSV

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

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

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return