LG
IWP icon

LaFleur & Godfrey’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LaFleur & Godfrey’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
2025
Q4 		– Sell
-1,445
Closed -$206K – 147
2025
Q3 		$206K Sell
1,445
-97
-6% -$13.7K 0.03% 140
2025
Q2 		$214K Buy
+1,542
New +$195K 0.03% 141

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

LaFleur & Godfrey's IWP Position: Q4 2025 in Review

LaFleur & Godfrey sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,445 shares — an estimated $206K sold.

LaFleur & Godfrey first reported a position in IWP in Q2 2025 and held it in 2 quarters. The position peaked at $214K in Q2 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • LaFleur & Godfrey reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • LaFleur & Godfrey sold 1,445 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $206K.
  • LaFleur & Godfrey first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • LaFleur & Godfrey's iShares Russell Mid-Cap Growth ETF position peaked at $214K in Q2 2025.
  • 1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on LaFleur & Godfrey's 13F filing for Q4 2025, filed 3 Feb 2026.