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

Olistico Wealth’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$128K Sell
1,200
-396
-25% -$43.8K 0.05% 120
2026
Q2 		$176K Sell
1,596
-112
-7% -$11.8K 0.08% 108
2026
Q1 		$166K Hold
1,708
– – 0.08% 104
2025
Q4 		$164K Sell
1,708
-400
-19% -$38.5K 0.08% 101
2025
Q3 		$204K Sell
2,108
-177
-8% -$16.8K 0.11% 96
2025
Q2 		$210K Sell
2,285
-3
-0.1% -$259 0.12% 94
2025
Q1 		$195K Sell
2,288
-483
-17% -$43.1K 0.12% 100
2024
Q4 		$245K Buy
2,771
+4
+0.1% +$363 0.14% 92
2024
Q3 		$244K Sell
2,767
-96
-3% -$8.09K 0.15% 93
2024
Q2 		$232K Buy
2,863
+2
+0.1% +$163 0.15% 93
2024
Q1 		$241K Buy
2,861
+3
+0.1% +$238 0.17% 96
2023
Q4 		$222K Buy
+2,858
New +$203K 0.17% 99
2023
Q3 		– Sell
-2,849
Closed -$208K – 107
2023
Q2 		$208K Buy
+2,849
New +$198K 0.18% 108

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Olistico Wealth's IWR Position: Q3 2026 in Review

Olistico Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 25% in Q3 2026, selling an estimated $43.8K and leaving 1,200 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #120.

Olistico Wealth first reported a position in IWR in Q2 2023 and has held it in 13 quarters since. The position peaked at $245K in Q4 2024. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Olistico Wealth held 1,200 shares of iShares Russell Mid-Cap ETF worth $128K as of Q3 2026.
  • Olistico Wealth sold 396 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $43.8K.
  • iShares Russell Mid-Cap ETF made up 0.05% of Olistico Wealth's portfolio in Q3 2026, its #120 holding.
  • Olistico Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Olistico Wealth's iShares Russell Mid-Cap ETF position peaked at $245K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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