Olistico Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Olistico Wealth’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$703K	Sell	4,801 -440	-8%	-$60.6K	0.3%	59
2026 Q1	$672K	Sell	5,241 -717	-12%	-$97K	0.33%	57
2025 Q4	$816K	Sell	5,958 -2,883	-33%	-$403K	0.4%	50
2025 Q3	$1.26M	Sell	8,841 -596	-6%	-$84.2K	0.67%	31
2025 Q2	$1.31M	Sell	9,437 -12,788	-58%	-$1.62M	0.73%	30
2025 Q1	$2.61M	Sell	22,225 -551	-2%	-$70.8K	1.61%	14
2024 Q4	$2.89M	Buy	22,776 +1,060	+5%	+$135K	1.68%	11
2024 Q3	$2.55M	Buy	21,716 +2,775	+15%	+$310K	1.56%	14
2024 Q2	$2.09M	Buy	18,941 +932	+5%	+$102K	1.33%	17
2024 Q1	$2.06M	Buy	18,009 +1,005	+6%	+$109K	1.48%	16
2023 Q4	$1.78M	Buy	17,004 +4,636	+37%	+$439K	1.39%	16
2023 Q3	$1.13M	Buy	12,368 +576	+5%	+$55.1K	1.01%	24
2023 Q2	$1.14M	Buy	11,792 +2,269	+24%	+$207K	0.97%	22
2023 Q1	$867K	Buy	9,523 +1,159	+14%	+$103K	0.83%	30
2022 Q4	$699K	Buy	+8,364	New	+$704K	0.76%	37

Other funds holding IWP

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Olistico Wealth's IWP Position: Q2 2026 in Review

Olistico Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.4% in Q2 2026, selling an estimated $60.6K and leaving 4,801 shares worth $703K. The position accounts for 0.3% of the portfolio, ranked #59.

Olistico Wealth first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.89M in Q4 2024. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Olistico Wealth held 4,801 shares of iShares Russell Mid-Cap Growth ETF worth $703K as of Q2 2026.
Olistico Wealth sold 440 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $60.6K.
iShares Russell Mid-Cap Growth ETF made up 0.3% of Olistico Wealth's portfolio in Q2 2026, its #59 holding.
Olistico Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $2.89M in Q4 2024.
229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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