Leo Wealth LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Leo Wealth LLC’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 Q1	$207K	Sell	1,619 -7	-0.4%	-$947	0.02%	427
2025 Q4	$223K	Buy	1,626 +107	+7%	+$15K	0.02%	393
2025 Q3	$216K	Buy	1,519 +1	+0.1%	+$141	0.03%	267
2025 Q2	$211K	Buy	+1,518	New	+$192K	0.02%	367
2025 Q1	–	Sell	-1,687	Closed	-$214K	–	325
2024 Q4	$214K	Buy	+1,687	New	+$214K	0.02%	333

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Leo Wealth LLC's IWP Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.43% in Q1 2026, selling an estimated $947 and leaving 1,619 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #427.

Leo Wealth LLC first reported a position in IWP in Q4 2024 and has held it in 5 quarters since. The position peaked at $223K in Q4 2025. 1,179 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Leo Wealth LLC held 1,619 shares of iShares Russell Mid-Cap Growth ETF worth $207K as of Q1 2026.
Leo Wealth LLC sold 7 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $947.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #427 holding.
Leo Wealth LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Leo Wealth LLC's iShares Russell Mid-Cap Growth ETF position peaked at $223K in Q4 2025.
1,179 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.