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

LifeSteps Financial’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 		$2.78K Buy
+19
New +$2.62K ﹤0.01% 631
2024
Q2 		– Sell
-16
Closed -$1.83K – 242
2024
Q1 		$1.83K Buy
+16
New +$1.73K ﹤0.01% 395

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

LifeSteps Financial's IWP Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 19 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IWP as recently as Q1 2024.

LifeSteps Financial first reported a position in IWP in Q1 2024 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • LifeSteps Financial held 19 shares of iShares Russell Mid-Cap Growth ETF worth $2.78K as of Q2 2026.
  • iShares Russell Mid-Cap Growth ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #631 holding.
  • LifeSteps Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.