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Joseph P. Lucia & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Joseph P. Lucia & Associates’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$434K Sell
2,965
-371
-11% -$51.1K 0.13% 123
2026
Q1 		$427K Buy
3,336
+142
+4% +$19.2K 0.15% 115
2025
Q4 		$437K Sell
3,194
-1,026
-24% -$143K 0.16% 109
2025
Q3 		$601K Buy
4,220
+160
+4% +$22.6K 0.23% 89
2025
Q2 		$563K Buy
4,060
+510
+14% +$64.5K 0.23% 86
2025
Q1 		$417K Buy
3,550
+36
+1% +$4.63K 0.19% 94
2024
Q4 		$445K Buy
3,514
+85
+2% +$10.8K 0.2% 91
2024
Q3 		$402K Buy
3,429
+323
+10% +$36.1K 0.19% 91
2024
Q2 		$343K Buy
+3,106
New +$341K 0.18% 91
2022
Q3 		– Sell
-100
Closed -$8K – 271
2022
Q2 		$8K Hold
100
– – 0.01% 320
2022
Q1 		$10K Buy
+100
New +$9.96K 0.01% 320
2021
Q4 		– Sell
-100
Closed -$11K – 339
2021
Q3 		$11K Hold
100
– – 0.01% 368
2021
Q2 		$11K Hold
100
– – 0.01% 378
2021
Q1 		$10K Hold
100
– – ﹤0.01% 358
2020
Q4 		$10K Buy
+100
New +$9.52K 0.01% 339
2020
Q3 		– Sell
-100
Closed -$8K – 268
2020
Q2 		$8K Hold
100
– – 0.01% 337
2020
Q1 		$6K Hold
100
– – 0.01% 329
2019
Q4 		$8K Sell
100
-88
-47% -$6.45K 0.01% 327
2019
Q3 		$13K Hold
188
– – 0.01% 285
2019
Q2 		$13K Hold
188
– – 0.01% 276
2019
Q1 		$13.1K Buy
+188
New +$12.1K 0.02% 198

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Joseph P. Lucia & Associates's IWP Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 11% in Q2 2026, selling an estimated $51.1K and leaving 2,965 shares worth $434K. The position accounts for 0.13% of the portfolio, ranked #123.

Joseph P. Lucia & Associates first reported a position in IWP in Q1 2019 and has held it in 21 quarters since. The position peaked at $601K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Joseph P. Lucia & Associates held 2,965 shares of iShares Russell Mid-Cap Growth ETF worth $434K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 371 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $51.1K.
  • iShares Russell Mid-Cap Growth ETF made up 0.13% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #123 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 21 quarters since.
  • Joseph P. Lucia & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $601K in Q3 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.