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 Q3	$76.2K	Sell	474 -30	-6%	-$5.03K	0.03%	140
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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Olistico Wealth's IWS Position: Q3 2026 in Review

Olistico Wealth reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 6% in Q3 2026, selling an estimated $5.03K and leaving 474 shares worth $76.2K. The position accounts for 0.03% of the portfolio, ranked #140.

Olistico Wealth first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. The position peaked at $203K in Q4 2023. 240 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Olistico Wealth held 474 shares of iShares Russell Mid-Cap Value ETF worth $76.2K as of Q3 2026.
Olistico Wealth sold 30 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $5.03K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #140 holding.
Olistico Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Olistico Wealth's iShares Russell Mid-Cap Value ETF position peaked at $203K in Q4 2023.
240 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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