L.K. Benson & Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

L.K. Benson & Company’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	$334K	Sell	2,281 -111	-5%	-$15.3K	0.1%	94
2026 Q1	$306K	Sell	2,392 -425	-15%	-$57.5K	0.1%	96
2025 Q4	$386K	Sell	2,817 -494	-15%	-$69K	0.19%	88
2025 Q3	$472K	Hold	3,311	–	–	0.25%	74
2025 Q2	$459K	Hold	3,311	–	–	0.28%	70
2025 Q1	$389K	Sell	3,311 -504	-13%	-$64.8K	0.27%	73
2024 Q4	$484K	Buy	+3,815	New	+$485K	0.34%	62

Other funds holding IWP

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

FCBT

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

L.K. Benson & Company's IWP Position: Q2 2026 in Review

L.K. Benson & Company reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.6% in Q2 2026, selling an estimated $15.3K and leaving 2,281 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #94.

L.K. Benson & Company first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $484K in Q4 2024. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

L.K. Benson & Company held 2,281 shares of iShares Russell Mid-Cap Growth ETF worth $334K as of Q2 2026.
L.K. Benson & Company sold 111 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $15.3K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of L.K. Benson & Company's portfolio in Q2 2026, its #94 holding.
L.K. Benson & Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's iShares Russell Mid-Cap Growth ETF position peaked at $484K in Q4 2024.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.