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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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. 2,509 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.
2,509 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.