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 Q3	$118K	Hold	423	–	–	0.05%	123
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Olistico Wealth's IWM Position: Q3 2026 in Review

Olistico Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 423 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #123.

Olistico Wealth first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $127K in Q2 2026. 825 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Olistico Wealth held 423 shares of iShares Russell 2000 ETF worth $118K as of Q3 2026.
Olistico Wealth left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.05% of Olistico Wealth's portfolio in Q3 2026, its #123 holding.
Olistico Wealth first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's iShares Russell 2000 ETF position peaked at $127K in Q2 2026.
825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.