Legacy Financial Group (Oklahoma)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Legacy Financial Group (Oklahoma)’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	$215K	Buy	+1,468	New	+$202K	0.05%	100
2026 Q1	–	Sell	-1,468	Closed	-$201K	–	92
2025 Q4	$201K	Hold	1,468	–	–	0.05%	93
2025 Q3	$209K	Hold	1,468	–	–	0.06%	85
2025 Q2	$204K	Buy	+1,468	New	+$186K	0.06%	83

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 22.96% 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 Financial Group (Oklahoma)'s IWP Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,468 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #100 among its holdings. This is a return to the name: Legacy Financial Group (Oklahoma) previously reported a position in IWP as recently as Q4 2025.

Legacy Financial Group (Oklahoma) first reported a position in IWP in Q2 2025 and has held it in 4 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Legacy Financial Group (Oklahoma) held 1,468 shares of iShares Russell Mid-Cap Growth ETF worth $215K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Legacy Financial Group (Oklahoma) position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #100 holding.
Legacy Financial Group (Oklahoma) first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.