Legacy Capital Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Legacy Capital Wealth Partners’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	$334K	Sell	2,279 -5,859	-72%	-$808K	0.06%	276
2026 Q1	$1.04M	Buy	8,138 +1,068	+15%	+$145K	0.21%	103
2025 Q4	$968K	Buy	7,070 +61	+0.9%	+$8.53K	0.21%	97
2025 Q3	$998K	Sell	7,009 -160	-2%	-$22.6K	0.22%	95
2025 Q2	$994K	Buy	7,169 +28	+0.4%	+$3.54K	0.23%	90
2025 Q1	$839K	Buy	7,141 +58	+0.8%	+$7.46K	0.21%	102
2024 Q4	$898K	Buy	+7,083	New	+$900K	0.22%	88

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 22.9% 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

Legacy Capital Wealth Partners's IWP Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 72% in Q2 2026, selling an estimated $808K and leaving 2,279 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #276.

Legacy Capital Wealth Partners first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q1 2026. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Legacy Capital Wealth Partners held 2,279 shares of iShares Russell Mid-Cap Growth ETF worth $334K as of Q2 2026.
Legacy Capital Wealth Partners sold 5,859 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $808K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #276 holding.
Legacy Capital Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Legacy Capital Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $1.04M in Q1 2026.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.