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

Legacy Edge 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	$11.4M	Sell	77,597 -603	-0.8%	-$83.1K	1.04%	28
2026 Q1	$10M	Buy	78,200 +12	+0%	+$1.62K	1.05%	27
2025 Q4	$10.7M	Buy	78,188 +1,314	+2%	+$184K	1.17%	26
2025 Q3	$10.9M	Buy	76,874 +377	+0.5%	+$53.3K	1.29%	24
2025 Q2	$10.6M	Sell	76,497 -77,666	-50%	-$9.83M	1.42%	23
2025 Q1	$18.1M	Buy	154,163 +7,992	+5%	+$1.03M	2.83%	7
2024 Q4	$18.6M	Sell	146,171 -4,344	-3%	-$552K	2.96%	8
2024 Q3	$17.7M	Buy	150,515 +11,155	+8%	+$1.25M	2.82%	11
2024 Q2	$15.4M	Buy	139,360 +3,624	+3%	+$398K	2.83%	11
2024 Q1	$15.5M	Sell	135,736 -1,164	-0.9%	-$126K	3.23%	9
2023 Q4	$14.3M	Buy	+136,900	New	+$13M	3.27%	9

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 Edge Advisors's IWP Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.77% in Q2 2026, selling an estimated $83.1K and leaving 77,597 shares worth $11.4M. The position accounts for 1.04% of the portfolio, ranked #28.

Legacy Edge Advisors first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.6M in Q4 2024. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Legacy Edge Advisors held 77,597 shares of iShares Russell Mid-Cap Growth ETF worth $11.4M as of Q2 2026.
Legacy Edge Advisors sold 603 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $83.1K.
iShares Russell Mid-Cap Growth ETF made up 1.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #28 holding.
Legacy Edge Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $18.6M in Q4 2024.
1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.