LifeWealth Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LifeWealth Investments’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	$4.18M	Buy	28,562 +4,371	+18%	+$602K	1.12%	23
2026 Q1	$3.1M	Buy	24,191 +7,930	+49%	+$1.07M	0.93%	30
2025 Q4	$2.23M	Buy	16,261 +2,049	+14%	+$286K	0.71%	36
2025 Q3	$2.02M	Sell	14,212 -10,926	-43%	-$1.54M	0.67%	37
2025 Q2	$3.49M	Buy	25,138 +2,706	+12%	+$342K	1.27%	22
2025 Q1	$2.64M	Buy	22,432 +8,956	+66%	+$1.15M	1.27%	25
2024 Q4	$1.71M	Buy	+13,476	New	+$1.71M	1.13%	24

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

LifeWealth Investments's IWP Position: Q2 2026 in Review

LifeWealth Investments increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 18% in Q2 2026, buying an estimated $602K and bringing the position to 28,562 shares worth $4.18M. The position accounts for 1.12% of the portfolio, ranked #23.

LifeWealth Investments first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

LifeWealth Investments held 28,562 shares of iShares Russell Mid-Cap Growth ETF worth $4.18M as of Q2 2026.
LifeWealth Investments bought 4,371 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $602K.
iShares Russell Mid-Cap Growth ETF made up 1.12% of LifeWealth Investments's portfolio in Q2 2026, its #23 holding.
LifeWealth Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.