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LBJ Family Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LBJ Family Wealth Advisors’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 		$18.9M Sell
130,287
-1,234
-0.9% -$170K 9.61% 4
2026
Q1 		$16.3M Sell
131,521
-1,445
-1% -$196K 9.53% 4
2025
Q4 		$18.2M Sell
132,966
-231
-0.2% -$32.3K 10.01% 3
2025
Q3 		$19M Sell
133,197
-2,967
-2% -$419K 10.34% 3
2025
Q2 		$18.9M Buy
136,164
+329
+0.2% +$41.6K 10.98% 3
2025
Q1 		$16M Sell
135,835
-832
-0.6% -$107K 10.19% 3
2024
Q4 		$17.3M Sell
136,667
-1,296
-0.9% -$165K 10.33% 3
2024
Q3 		$16.2M Sell
137,963
-337
-0.2% -$37.7K 9.6% 4
2024
Q2 		$15.3M Sell
138,300
-2,462
-2% -$270K 9.59% 4
2024
Q1 		$16.1M Buy
140,762
+5,187
+4% +$561K 10.21% 4
2023
Q4 		$14.2M Sell
135,575
-7,466
-5% -$708K 9.8% 4
2023
Q3 		$13.1M Sell
143,041
-966
-0.7% -$92.4K 9.8% 4
2023
Q2 		$13.9M Sell
144,007
-8,488
-6% -$774K 9.66% 4
2023
Q1 		$13.9M Sell
152,495
-1,305
-0.8% -$116K 9.74% 4
2022
Q4 		$12.9M Sell
153,800
-33,891
-18% -$2.85M 9.6% 4
2022
Q3 		$25.5M Buy
187,691
+31,349
+20% +$2.7M 20.6% 2
2022
Q2 		$12.4M Sell
156,342
-1,350
-0.9% -$118K 9.28% 4
2022
Q1 		$15.2M Buy
157,692
+581
+0.4% +$57.9K 9.75% 4
2021
Q4 		$18.1M Buy
157,111
+1,524
+1% +$178K 10.53% 3
2021
Q3 		$17.9M Hold
155,587
– – 10.66% 3
2021
Q2 		$17.6M Sell
155,587
-4,070
-3% -$435K 10.47% 3
2021
Q1 		$16.3M Sell
159,657
-8,045
-5% -$841K 10.26% 3
2020
Q4 		$17.2M Buy
167,702
+816
+0.5% +$77.7K 11.21% 3
2020
Q3 		$14.4M Buy
166,886
+198
+0.1% +$16.7K 10.92% 3
2020
Q2 		$13.2M Buy
166,688
+822
+0.5% +$59.6K 10.58% 3
2020
Q1 		$10.1M Sell
165,866
-9,564
-5% -$697K 9.76% 3
2019
Q4 		$13.5M Sell
175,430
-164
-0.1% -$12K 9.35% 3
2019
Q3 		$12.4M Sell
175,594
-10,618
-6% -$763K 9.33% 3
2019
Q2 		$13.6M Buy
186,212
+760
+0.4% +$52.9K 10.06% 3
2019
Q1 		$12.6M Buy
185,452
+406
+0.2% +$26.1K 7.08% 4
2018
Q4 		$10.5M Buy
185,046
+3,502
+2% +$213K 9.23% 3
2018
Q3 		$12.3M Sell
181,544
-2,882
-2% -$192K 9.44% 3
2018
Q2 		$11.7M Hold
184,426
– – 9.4% 4
2018
Q1 		$11.3M Buy
184,426
+742
+0.4% +$46.3K 9.39% 4
2017
Q4 		$11.1M Buy
183,684
+330
+0.2% +$19.4K 9.12% 4
2017
Q3 		$10.4M Buy
183,354
+13,378
+8% +$734K 8.84% 4
2017
Q2 		$9.19M Sell
169,976
-280
-0.2% -$14.9K 8.29% 4
2017
Q1 		$8.83M Buy
170,256
+308
+0.2% +$15.7K 8.38% 4
2016
Q4 		$8.28M Buy
169,948
+8
+0% +$386 8.25% 4
2016
Q3 		$8.27M Buy
169,940
+9,842
+6% +$477K 8.57% 4
2016
Q2 		$7.49M Hold
160,098
– – 8.43% 4
2016
Q1 		$7.38M Buy
160,098
+9,312
+6% +$402K 8.53% 4
2015
Q4 		$6.84M Buy
150,786
+3,602
+2% +$167K 8.97% 3
2015
Q3 		$6.52M Buy
147,184
+9,532
+7% +$452K 8.9% 3
2015
Q2 		$6.67M Sell
137,652
-734
-0.5% -$36.2K 9.04% 4
2015
Q1 		$6.87M Buy
138,386
+6,664
+5% +$318K 9% 5
2014
Q4 		$6.14M Buy
+131,722
New +$5.96M 8.43% 5
2013
Q4 		$5.14M Buy
+118,064
New +$4.77M 7.66% 5

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

LBJ Family Wealth Advisors's IWP Position: Q2 2026 in Review

LBJ Family Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.94% in Q2 2026, selling an estimated $170K and leaving 130,287 shares worth $18.9M. The position accounts for 9.61% of the portfolio, ranked #4.

LBJ Family Wealth Advisors first reported a position in IWP in Q4 2013 and has held it in 48 quarters since. The position peaked at $25.5M in Q3 2022. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • LBJ Family Wealth Advisors held 130,287 shares of iShares Russell Mid-Cap Growth ETF worth $18.9M as of Q2 2026.
  • LBJ Family Wealth Advisors sold 1,234 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $170K.
  • iShares Russell Mid-Cap Growth ETF made up 9.61% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • LBJ Family Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 48 quarters since.
  • LBJ Family Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $25.5M in Q3 2022.
  • 591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.