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 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 $1.66T 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

FCAS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

LifePlan Investment Advisors's IWP Position: Q1 2026 in Review

LifePlan Investment Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.1% in Q1 2026, buying an estimated $4.33K and bringing the position to 2,998 shares worth $384K. The position accounts for 0.15% of the portfolio, ranked #95.

LifePlan Investment Advisors first reported a position in IWP in Q2 2023 and has held it in 12 quarters since. The position peaked at $406K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

LifePlan Investment Advisors held 2,998 shares of iShares Russell Mid-Cap Growth ETF worth $384K as of Q1 2026.
LifePlan Investment Advisors bought 32 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $4.33K.
iShares Russell Mid-Cap Growth ETF made up 0.15% of LifePlan Investment Advisors's portfolio in Q1 2026, its #95 holding.
LifePlan Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $406K in Q4 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.