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

LexAurum 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	$783K	Buy	5,347 +1,395	+35%	+$192K	0.09%	179
2026 Q1	$506K	Buy	+3,952	New	+$535K	0.07%	226
2022 Q3	–	Sell	-2,752	Closed	-$218K	–	253
2022 Q2	$218K	Buy	+2,752	New	+$240K	0.08%	217

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

LexAurum Advisors's IWP Position: Q2 2026 in Review

LexAurum Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 35% in Q2 2026, buying an estimated $192K and bringing the position to 5,347 shares worth $783K. The position accounts for 0.09% of the portfolio, ranked #179.

LexAurum Advisors first reported a position in IWP in Q2 2022 and has held it in 3 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

LexAurum Advisors held 5,347 shares of iShares Russell Mid-Cap Growth ETF worth $783K as of Q2 2026.
LexAurum Advisors bought 1,395 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $192K.
iShares Russell Mid-Cap Growth ETF made up 0.09% of LexAurum Advisors's portfolio in Q2 2026, its #179 holding.
LexAurum Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 3 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.