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Leavell Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Leavell Investment Management’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 		$736K Sell
5,027
-814
-14% -$112K 0.03% 368
2026
Q1 		$748K Hold
5,841
– – 0.03% 343
2025
Q4 		$800K Hold
5,841
– – 0.03% 326
2025
Q3 		$832K Sell
5,841
-9
-0.2% -$1.27K 0.04% 325
2025
Q2 		$811K Hold
5,850
– – 0.04% 326
2025
Q1 		$687K Hold
5,850
– – 0.03% 332
2024
Q4 		$741K Sell
5,850
-95
-2% -$12.1K 0.04% 319
2024
Q3 		$697K Buy
5,945
+146
+3% +$16.3K 0.03% 336
2024
Q2 		$640K Buy
5,799
+22
+0.4% +$2.42K 0.04% 324
2024
Q1 		$659K Sell
5,777
-850
-13% -$92K 0.04% 314
2023
Q4 		$692K Buy
6,627
+381
+6% +$36.1K 0.04% 296
2023
Q3 		$572K Buy
6,246
+1,019
+19% +$97.4K 0.04% 317
2023
Q2 		$505K Buy
5,227
+1,529
+41% +$139K 0.03% 329
2023
Q1 		$337K Buy
3,698
+350
+10% +$31.2K 0.02% 370
2022
Q4 		$280K Buy
+3,348
New +$282K 0.02% 382

Other funds holding IWP

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

Leavell Investment Management's IWP Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 14% in Q2 2026, selling an estimated $112K and leaving 5,027 shares worth $736K. The position accounts for 0.03% of the portfolio, ranked #368.

Leavell Investment Management first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $832K in Q3 2025. 372 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Leavell Investment Management held 5,027 shares of iShares Russell Mid-Cap Growth ETF worth $736K as of Q2 2026.
  • Leavell Investment Management sold 814 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $112K.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #368 holding.
  • Leavell Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Leavell Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $832K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.