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Kelman-Lazarov Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kelman-Lazarov Inc’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
Q1 		$346K Hold
2,698
– – 0.05% 107
2025
Q4 		$369K Hold
2,698
– – 0.05% 106
2025
Q3 		$384K Buy
+2,698
New +$381K 0.06% 101

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kelman-Lazarov Inc's IWP Position: Q1 2026 in Review

Kelman-Lazarov Inc held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 2,698 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #107.

Kelman-Lazarov Inc first reported a position in IWP in Q3 2025 and has held it in 3 quarters since. The position peaked at $384K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Kelman-Lazarov Inc held 2,698 shares of iShares Russell Mid-Cap Growth ETF worth $346K as of Q1 2026.
  • Kelman-Lazarov Inc left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #107 holding.
  • Kelman-Lazarov Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Kelman-Lazarov Inc's iShares Russell Mid-Cap Growth ETF position peaked at $384K in Q3 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.