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Legacy Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Legacy 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 		$587K Hold
4,008
– – 0.05% 170
2026
Q1 		$514K Sell
4,008
-400
-9% -$54.1K 0.06% 156
2025
Q4 		$604K Buy
4,408
+400
+10% +$55.9K 0.06% 144
2025
Q3 		$571K Buy
+4,008
New +$566K 0.07% 135
2025
Q2 		– Sell
-4,308
Closed -$506K – 209
2025
Q1 		$506K Hold
4,308
– – 0.05% 262
2024
Q4 		$546K Buy
4,308
+300
+7% +$38.1K 0.05% 240
2024
Q3 		$470K Hold
4,008
– – 0.05% 248
2024
Q2 		$442K Buy
4,008
+1,300
+48% +$143K 0.05% 218
2024
Q1 		$309K Buy
+2,708
New +$293K 0.04% 249
2023
Q4 		– Sell
-3,508
Closed -$321K – 314
2023
Q3 		$321K Hold
3,508
– – 0.05% 231
2023
Q2 		$339K Buy
3,508
+1,200
+52% +$109K 0.05% 209
2023
Q1 		$210K Buy
+2,308
New +$206K 0.04% 229
2022
Q2 		– Sell
-2,308
Closed -$232K – 227
2022
Q1 		$232K Hold
2,308
– – 0.05% 187
2021
Q4 		$266K Hold
2,308
– – 0.1% 103
2021
Q3 		$259K Hold
2,308
– – 0.1% 98
2021
Q2 		$261K Hold
2,308
– – 0.11% 104
2021
Q1 		$236K Buy
+2,308
New +$241K 0.1% 105
2019
Q3 		– Sell
-708
Closed -$50K – 214
2019
Q2 		$50K Sell
708
-8
-1% -$556 0.03% 206
2019
Q1 		$49K Buy
+716
New +$46K 0.02% 216
2018
Q4 		– Sell
-708
Closed -$48K – 246
2018
Q3 		$48K Hold
708
– – 0.02% 230
2018
Q2 		$45K Hold
708
– – 0.03% 197
2018
Q1 		$43K Hold
708
– – 0.03% 169
2017
Q4 		$42K Hold
708
– – 0.04% 135
2017
Q3 		$40K Buy
+708
New +$38.8K 0.04% 117

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

Legacy Advisors's IWP Position: Q2 2026 in Review

Legacy Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 4,008 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #170.

Legacy Advisors first reported a position in IWP in Q3 2017 and has held it in 24 quarters since. The position peaked at $604K in Q4 2025. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Legacy Advisors held 4,008 shares of iShares Russell Mid-Cap Growth ETF worth $587K as of Q2 2026.
  • Legacy Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Legacy Advisors's portfolio in Q2 2026, its #170 holding.
  • Legacy Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and has held it in 24 quarters since.
  • Legacy Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $604K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.