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

LGT Financial 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
2025 Q4	–	Sell	-458	Closed	-$65.2K	–	320
2025 Q3	$65.2K	Hold	458	–	–	0.14%	110
2025 Q2	$63.5K	Hold	458	–	–	0.16%	92
2025 Q1	$53.8K	Sell	458 -276	-38%	-$35.5K	0.16%	98
2024 Q4	$93.1K	Sell	734 -71	-9%	-$9.03K	0.21%	100
2024 Q3	$94.4K	Sell	805 -892	-53%	-$99.7K	0.23%	77
2024 Q2	$187K	Hold	1,697	–	–	0.4%	50
2024 Q1	$194K	Sell	1,697 -19	-1%	-$2.06K	0.23%	102
2023 Q4	$179K	Sell	1,716 -84	-5%	-$7.96K	0.22%	107
2023 Q3	$164K	Sell	1,800 -231	-11%	-$22.1K	0.21%	106
2023 Q2	$196K	Buy	+2,031	New	+$185K	0.21%	120
2023 Q1	–	Sell	-3,755	Closed	-$314K	–	148
2022 Q4	$314K	Buy	+3,755	New	+$316K	0.37%	58

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LGT Financial Advisors's IWP Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 458 shares — an estimated $65.2K sold.

LGT Financial Advisors first reported a position in IWP in Q4 2022 and held it in 11 quarters. The position peaked at $314K in Q4 2022. 1,230 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

LGT Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 458 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $65.2K.
LGT Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $314K in Q4 2022.
1,230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.