Salus Financial Advisors, LLC IUSV — ISHARES TR

Ownership history in Salus Financial Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Salus Financial Advisors, LLC reported ISHARES TR (IUSV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 13.43% in 2026 Q1. The latest visible filing shows IUSV at 13.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IUSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Salus Financial Advisors, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IUSV was reported at 13.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.43% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IUSV stock page Salus Financial Advisors, LLC fund profile Salus Financial Advisors, LLC full holdings
How Salus Financial Advisors, LLC held IUSV — position size vs. price
% of Fund (quarterly)    IUSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 225,265 +18,274 +8.8% 13.43% $23.0M 2026-04-23 $107.06
2025 Q4 ADDED — — — 206,991 +3,933 +1.9% 12.72% $21.2M 2026-01-21 $104.61
2025 Q3 ADDED — — — 203,058 +5,892 +3.0% 12.52% $20.3M 2025-11-07 $99.65
2025 Q2 ADDED — — — 197,166 +13,968 +7.6% 12.54% $18.7M 2025-07-29 $95.36
2025 Q1 ADDED — — — 183,198 +52,057 +39.7% 12.79% $16.9M 2025-04-25 $86.52
2024 Q4 INITIATED — — — 131,141 — — 9.51% $12.1M 2025-02-14 $93.26

🏢 Other funds also holding IUSV

As of 2026 Q1 — sorted by position size

SOUTHERN CAPITAL ADVISORS, LLC 3Y 14.15% Tanglewood Legacy Advisors, LLC 3Y 14.11% Veracity Capital LLC 3Y 13.18% PCA Investment Advisory Services Inc. 3Y 10.95% ASPIRIANT, LLC 3Y 7Y 10.73% FORTRESS FINANCIAL GROUP, LLC 10.54% Keenan, LLC 10.42% Birchcreek Wealth Management, LLC 3Y 9.94% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 9.08% McGlone Suttner Wealth Management, Inc. 3Y 8.85%

FAQ About Salus Financial Advisors, LLC and IUSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Salus Financial Advisors, LLC reported owning IUSV?

Salus Financial Advisors, LLC reported IUSV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IUSV position in Salus Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for IUSV was 13.43% in 2026 Q1.

What is the latest reported IUSV position on this page?

The most recent filing on this page is 2026 Q1, when Salus Financial Advisors, LLC reported 225,265 shares, equal to 13.43% of portfolio, with an estimated market value of $23.0M.

What does the chart on this IUSV ownership page compare?

The chart compares Salus Financial Advisors, LLC's quarterly IUSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Salus Financial Advisors, LLC time their IUSV position?

Based on 13F filing dates vs. subsequent IUSV price moves, Salus Financial Advisors, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on IUSV relative to SPY over the holding period was -2.2%.

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