Olistico Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Olistico Wealth’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.4K	Hold	25	–	–	﹤0.01%	285
2026 Q2	$7.3K	Sell	25 -2	-7%	-$565	﹤0.01%	271
2026 Q1	$6.74K	Sell	27 -7	-21%	-$1.86K	﹤0.01%	274
2025 Q4	$9.44K	Buy	+34	New	+$9.42K	﹤0.01%	259
2025 Q3	–	Sell	-34	Closed	-$8.41K	–	220
2025 Q2	$8.41K	Hold	34	–	–	﹤0.01%	272
2025 Q1	$7.19K	Hold	34	–	–	﹤0.01%	265
2024 Q4	$8.02K	Hold	34	–	–	﹤0.01%	252
2024 Q3	$7.5K	Buy	34 +3	+10%	+$638	﹤0.01%	260
2024 Q2	$6.67K	Buy	+31	New	+$6.18K	﹤0.01%	261

Other funds holding IWY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Olistico Wealth's IWY Position: Q3 2026 in Review

Olistico Wealth held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 25 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Olistico Wealth first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.44K in Q4 2025. 473 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Olistico Wealth held 25 shares of iShares Russell Top 200 Growth ETF worth $7.4K as of Q3 2026.
Olistico Wealth left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #285 holding.
Olistico Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's iShares Russell Top 200 Growth ETF position peaked at $9.44K in Q4 2025.
473 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

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