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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Olistico Wealth's IWR Position: Q2 2026 in Review

Olistico Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.6% in Q2 2026, selling an estimated $11.8K and leaving 1,596 shares worth $176K. The position accounts for 0.08% of the portfolio, ranked #108.

Olistico Wealth first reported a position in IWR in Q2 2023 and has held it in 12 quarters since. The position peaked at $245K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Olistico Wealth held 1,596 shares of iShares Russell Mid-Cap ETF worth $176K as of Q2 2026.
Olistico Wealth sold 112 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $11.8K.
iShares Russell Mid-Cap ETF made up 0.08% of Olistico Wealth's portfolio in Q2 2026, its #108 holding.
Olistico Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Olistico Wealth's iShares Russell Mid-Cap ETF position peaked at $245K in Q4 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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