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

Lifelong Wealth 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	$1.25M	Sell	8,535 -762	-8%	-$105K	0.29%	35
2026 Q1	$1.19M	Sell	9,297 -2,235	-19%	-$302K	0.32%	34
2025 Q4	$1.58M	Sell	11,532 -205	-2%	-$28.6K	0.42%	33
2025 Q3	$1.67M	Sell	11,737 -114	-1%	-$16.1K	0.5%	27
2025 Q2	$1.64M	Sell	11,851 -1,060	-8%	-$134K	0.55%	25
2025 Q1	$1.52M	Sell	12,911 -662	-5%	-$85.1K	0.71%	19
2024 Q4	$1.72M	Buy	+13,573	New	+$1.73M	0.77%	19

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

Lifelong Wealth Advisors's IWP Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.2% in Q2 2026, selling an estimated $105K and leaving 8,535 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #35.

Lifelong Wealth Advisors first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q4 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Lifelong Wealth Advisors held 8,535 shares of iShares Russell Mid-Cap Growth ETF worth $1.25M as of Q2 2026.
Lifelong Wealth Advisors sold 762 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $105K.
iShares Russell Mid-Cap Growth ETF made up 0.29% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Lifelong Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.72M in Q4 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.