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Olistico Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Olistico Wealth’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$246K Hold
1,984
– – 0.11% 94
2026
Q1 		$211K Hold
1,984
– – 0.1% 96
2025
Q4 		$235K Buy
1,984
+4
+0.2% +$474 0.11% 90
2025
Q3 		$232K Hold
1,980
– – 0.12% 90
2025
Q2 		$210K Sell
1,980
-84
-4% -$8.03K 0.12% 93
2025
Q1 		$187K Sell
2,064
-4
-0.2% -$395 0.12% 103
2024
Q4 		$207K Buy
2,068
+4
+0.2% +$393 0.12% 98
2024
Q3 		$194K Hold
2,064
– – 0.12% 100
2024
Q2 		$188K Buy
+2,064
New +$176K 0.12% 99
2024
Q1 		– Sell
-2,664
Closed -$202K – 105
2023
Q4 		$202K Buy
+2,664
New +$188K 0.16% 103
2023
Q2 		– Sell
-4,028
Closed -$246K – 115
2023
Q1 		$246K Buy
4,028
+4
+0.1% +$230 0.24% 89
2022
Q4 		$216K Buy
+4,024
New +$221K 0.23% 93

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Olistico Wealth's IWF Position: Q2 2026 in Review

Olistico Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,984 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #94.

Olistico Wealth first reported a position in IWF in Q4 2022 and has held it in 12 quarters since. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Olistico Wealth held 1,984 shares of iShares Russell 1000 Growth ETF worth $246K as of Q2 2026.
  • Olistico Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.11% of Olistico Wealth's portfolio in Q2 2026, its #94 holding.
  • Olistico Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 12 quarters since.
  • 490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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