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 Q3	$7.94K	Hold	72	–	–	﹤0.01%	278
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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Olistico Wealth's IUSV Position: Q3 2026 in Review

Olistico Wealth held its iShares Core S&P US Value ETF (IUSV) position steady in Q3 2026 at 72 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Olistico Wealth first reported a position in IUSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.9K in Q3 2024. 248 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

Olistico Wealth held 72 shares of iShares Core S&P US Value ETF worth $7.94K as of Q3 2026.
Olistico Wealth left its iShares Core S&P US Value ETF share count unchanged in Q3 2026.
iShares Core S&P US Value ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #278 holding.
Olistico Wealth first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's iShares Core S&P US Value ETF position peaked at $13.9K in Q3 2024.
248 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.