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

LifePlan Investment 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	$452K	Buy	3,086 +88	+3%	+$12.1K	0.16%	100
2026 Q1	$384K	Buy	2,998 +32	+1%	+$4.33K	0.15%	95
2025 Q4	$406K	Buy	2,966 +138	+5%	+$19.3K	0.17%	85
2025 Q3	$403K	Buy	2,828 +107	+4%	+$15.1K	0.17%	84
2025 Q2	$377K	Buy	2,721 +3	+0.1%	+$380	0.19%	80
2025 Q1	$319K	Hold	2,718	–	–	0.18%	80
2024 Q4	$345K	Hold	2,718	–	–	0.21%	77
2024 Q3	$319K	Hold	2,718	–	–	0.2%	73
2024 Q2	$300K	Hold	2,718	–	–	0.22%	72
2024 Q1	$310K	Hold	2,718	–	–	0.25%	67
2023 Q4	$284K	Hold	2,718	–	–	0.26%	54
2023 Q3	$248K	Hold	2,718	–	–	0.26%	55
2023 Q2	$263K	Buy	+2,718	New	+$248K	0.29%	49

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

LifePlan Investment Advisors's IWP Position: Q2 2026 in Review

LifePlan Investment Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.9% in Q2 2026, buying an estimated $12.1K and bringing the position to 3,086 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #100.

LifePlan Investment Advisors first reported a position in IWP in Q2 2023 and has held it in 13 quarters since. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

LifePlan Investment Advisors held 3,086 shares of iShares Russell Mid-Cap Growth ETF worth $452K as of Q2 2026.
LifePlan Investment Advisors bought 88 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.1K.
iShares Russell Mid-Cap Growth ETF made up 0.16% of LifePlan Investment Advisors's portfolio in Q2 2026, its #100 holding.
LifePlan Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.