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

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Processus Wealth & Capital Management Brentwood, Tennessee $171M AUM 42.46% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return