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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

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

Olistico Wealth's IUSV Position: Q2 2026 in Review

Olistico Wealth held its iShares Core S&P US Value ETF (IUSV) position steady in Q2 2026 at 72 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Olistico Wealth first reported a position in IUSV in Q2 2024 and has held it in 8 quarters since. The position peaked at $13.9K in Q3 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Olistico Wealth held 72 shares of iShares Core S&P US Value ETF worth $7.93K as of Q2 2026.
  • Olistico Wealth 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 Olistico Wealth's portfolio in Q2 2026, its #267 holding.
  • Olistico Wealth first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's iShares Core S&P US Value ETF position peaked at $13.9K in Q3 2024.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.