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	$10.6M	Sell	76,497 -1,703	-2%	-$235K	1.42%	23
2026 Q1	$10M	Buy	78,200 +12	+0%	+$1.62K	1.05%	27
2025 Q4	$10.7M	Buy	+78,188	New	+$10.9M	1.17%	26

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 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 2.2% in Q2 2026, selling an estimated $235K and leaving 76,497 shares worth $10.6M. The position accounts for 1.42% of the portfolio, ranked #23.

Legacy Edge Advisors first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.7M in Q4 2025. 872 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Legacy Edge Advisors held 76,497 shares of iShares Russell Mid-Cap Growth ETF worth $10.6M as of Q2 2026.
Legacy Edge Advisors sold 1,703 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $235K.
iShares Russell Mid-Cap Growth ETF made up 1.42% of Legacy Edge Advisors's portfolio in Q2 2026, its #23 holding.
Legacy Edge Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
Legacy Edge Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $10.7M in Q4 2025.
872 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.