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 Q2	$7.3K	Sell	25 -2	-7%	-$565	﹤0.01%	271
2026 Q1	$6.74K	Sell	27 -7	-21%	-$1.85K	﹤0.01%	274
2025 Q4	$9.45K	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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Olistico Wealth's IWY Position: Q2 2026 in Review

Olistico Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 7.4% in Q2 2026, selling an estimated $565 and leaving 25 shares worth $7.3K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Olistico Wealth first reported a position in IWY in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.45K in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Olistico Wealth held 25 shares of iShares Russell Top 200 Growth ETF worth $7.3K as of Q2 2026.
Olistico Wealth sold 2 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $565.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #271 holding.
Olistico Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Olistico Wealth's iShares Russell Top 200 Growth ETF position peaked at $9.45K in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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