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

Olistico Wealth’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83K	Hold	504	–	–	0.04%	135
2026 Q1	$73.5K	Hold	504	–	–	0.04%	138
2025 Q4	$71.1K	Buy	+504	New	+$70.5K	0.03%	134
2025 Q3	–	Sell	-824	Closed	-$109K	–	219
2025 Q2	$109K	Buy	824 +1	+0.1%	+$125	0.06%	123
2025 Q1	$104K	Sell	823 -21	-2%	-$2.73K	0.06%	123
2024 Q4	$109K	Buy	844 +1	+0.1%	+$134	0.06%	123
2024 Q3	$112K	Sell	843 -278	-25%	-$35.1K	0.07%	123
2024 Q2	$135K	Buy	+1,121	New	+$136K	0.09%	109
2024 Q1	–	Sell	-1,747	Closed	-$203K	–	106
2023 Q4	$203K	Buy	+1,747	New	+$186K	0.16%	102

Other funds holding IWS

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

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

SGAM

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

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

CMA

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Olistico Wealth's IWS Position: Q2 2026 in Review

Olistico Wealth held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 504 shares worth $83K. The position accounts for 0.04% of the portfolio, ranked #135.

Olistico Wealth first reported a position in IWS in Q4 2023 and has held it in 9 quarters since. The position peaked at $203K in Q4 2023. 204 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Olistico Wealth held 504 shares of iShares Russell Mid-Cap Value ETF worth $83K as of Q2 2026.
Olistico Wealth left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.04% of Olistico Wealth's portfolio in Q2 2026, its #135 holding.
Olistico Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
Olistico Wealth's iShares Russell Mid-Cap Value ETF position peaked at $203K in Q4 2023.
204 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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