Larson Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Larson Financial Group’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	$16K	Hold	109	–	–	﹤0.01%	2139
2026 Q1	$14K	Buy	109 +89	+445%	+$12K	﹤0.01%	2045
2025 Q4	$2.74K	Hold	20	–	–	﹤0.01%	2694
2025 Q3	$2.85K	Hold	20	–	–	﹤0.01%	2567
2025 Q2	$2.77K	Buy	+20	New	+$2.53K	﹤0.01%	2301
2023 Q2	–	Sell	-167	Closed	-$15.2K	–	1603
2023 Q1	$15.2K	Buy	+167	New	+$14.9K	﹤0.01%	817

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Larson Financial Group's IWP Position: Q2 2026 in Review

Larson Financial Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 109 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Larson Financial Group first reported a position in IWP in Q1 2023 and has held it in 6 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Larson Financial Group held 109 shares of iShares Russell Mid-Cap Growth ETF worth $16K as of Q2 2026.
Larson Financial Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2139 holding.
Larson Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 6 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.