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

Legacy Investment Solutions’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
2025
Q2 		$17.2K Buy
+124
New +$15.7K 0.01% 256
2024
Q4 		$17.1K Hold
124
– – 0.01% 230
2024
Q3 		$16.2K Buy
+124
New +$13.9K 0.01% 252

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Investment Solutions's IWP Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025: 124 shares worth $17.2K. The stake represents 0.01% of the portfolio and ranks #256 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IWP as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IWP in Q3 2024 and has held it in 3 quarters since. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • Legacy Investment Solutions held 124 shares of iShares Russell Mid-Cap Growth ETF worth $17.2K as of Q2 2025.
  • iShares Russell Mid-Cap Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #256 holding.
  • Legacy Investment Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.