Lee Financial
IWP icon

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

Lee Financial’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
Q3 		$5.13M Sell
37,260
-495
-1% -$69.5K 0.64% 19
2026
Q2 		$5.53M Buy
37,755
+242
+0.6% +$33.4K 0.71% 17
2026
Q1 		$4.81M Sell
37,513
-3,206
-8% -$434K 0.68% 19
2025
Q4 		$5.58M Sell
40,719
-1,645
-4% -$230K 0.75% 19
2025
Q3 		$6.03M Sell
42,364
-673
-2% -$95.1K 0.76% 18
2025
Q2 		$5.97M Sell
43,037
-1,118
-3% -$141K 0.86% 18
2025
Q1 		$5.19M Sell
44,155
-720
-2% -$92.6K 0.79% 17
2024
Q4 		$5.69M Sell
44,875
-585
-1% -$74.4K 0.8% 18
2024
Q3 		$5.33M Sell
45,460
-1,660
-4% -$186K 0.76% 17
2024
Q2 		$5.2M Sell
47,120
-349
-0.7% -$38.3K 0.85% 17
2024
Q1 		$5.42M Sell
47,469
-1,065
-2% -$115K 0.9% 17
2023
Q4 		$5.07M Sell
48,534
-801
-2% -$75.9K 0.89% 19
2023
Q3 		$4.51M Sell
49,335
-1,235
-2% -$118K 0.84% 20
2023
Q2 		$4.89M Sell
50,570
-9,639
-16% -$878K 0.86% 21
2023
Q1 		$5.48M Sell
60,209
-403
-0.7% -$36K 0.94% 21
2022
Q4 		$5.07M Sell
60,612
-2,915
-5% -$245K 0.86% 21
2022
Q3 		$4.98M Buy
63,527
+21,779
+52% +$1.87M 0.93% 19
2022
Q2 		$3.31M Buy
41,748
+41,702
+90,657% +$3.63M 0.61% 22
2022
Q1 		$5K Hold
46
– – ﹤0.01% 511
2021
Q4 		$5K Hold
46
– – ﹤0.01% 598
2021
Q3 		$5K Buy
+46
New +$5.29K ﹤0.01% 492
2021
Q1 		– Sell
-402
Closed -$41K – 498
2020
Q4 		$41K Hold
402
– – 0.01% 223
2020
Q3 		$35K Hold
402
– – 0.01% 262
2020
Q2 		$32K Hold
402
– – 0.01% 239
2020
Q1 		$24K Hold
402
– – 0.01% 214
2019
Q4 		$31K Hold
402
– – 0.01% 225
2019
Q3 		$28K Hold
402
– – 0.01% 227
2019
Q2 		$29K Buy
+402
New +$28K 0.01% 230

Other funds holding IWP

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Lee Financial's IWP Position: Q3 2026 in Review

Lee Financial reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.3% in Q3 2026, selling an estimated $69.5K and leaving 37,260 shares worth $5.13M. The position accounts for 0.64% of the portfolio, ranked #19.

Lee Financial first reported a position in IWP in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.03M in Q3 2025. 335 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Lee Financial held 37,260 shares of iShares Russell Mid-Cap Growth ETF worth $5.13M as of Q3 2026.
  • Lee Financial sold 495 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $69.5K.
  • iShares Russell Mid-Cap Growth ETF made up 0.64% of Lee Financial's portfolio in Q3 2026, its #19 holding.
  • Lee Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • Lee Financial's iShares Russell Mid-Cap Growth ETF position peaked at $6.03M in Q3 2025.
  • 335 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.