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Olistico Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Olistico Wealth’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127K Hold
423
– – 0.05% 118
2026
Q1 		$105K Hold
423
– – 0.05% 123
2025
Q4 		$104K Buy
+423
New +$104K 0.05% 119
2025
Q3 		– Sell
-423
Closed -$91.3K – 218
2025
Q2 		$91.3K Hold
423
– – 0.05% 130
2025
Q1 		$84.4K Hold
423
– – 0.05% 133
2024
Q4 		$93.5K Sell
423
-126
-23% -$28.7K 0.05% 130
2024
Q3 		$121K Sell
549
-20
-4% -$4.28K 0.07% 114
2024
Q2 		$115K Buy
+569
New +$115K 0.07% 119

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Olistico Wealth's IWM Position: Q2 2026 in Review

Olistico Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 423 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #118.

Olistico Wealth first reported a position in IWM in Q2 2024 and has held it in 8 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Olistico Wealth held 423 shares of iShares Russell 2000 ETF worth $127K as of Q2 2026.
  • Olistico Wealth left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.05% of Olistico Wealth's portfolio in Q2 2026, its #118 holding.
  • Olistico Wealth first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 8 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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