LJI Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LJI Wealth Management’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	$288K	Sell	1,965 -1,311	-40%	-$181K	0.04%	164
2026 Q1	$420K	Buy	3,276 +30	+0.9%	+$4.06K	0.07%	119
2025 Q4	$444K	Hold	3,246	–	–	0.07%	117
2025 Q3	$462K	Hold	3,246	–	–	0.08%	93
2025 Q2	$450K	Buy	3,246 +1,055	+48%	+$133K	0.08%	104
2025 Q1	$257K	Buy	2,191 +37	+2%	+$4.76K	0.05%	149
2024 Q4	$273K	Sell	2,154 -1,447	-40%	-$184K	0.05%	139
2024 Q3	$422K	Sell	3,601 -85	-2%	-$9.5K	0.09%	122
2024 Q2	$407K	Hold	3,686	–	–	0.09%	116
2024 Q1	$421K	Buy	3,686 +338	+10%	+$36.6K	0.11%	90
2023 Q4	$350K	Sell	3,348 -98	-3%	-$9.29K	0.09%	121
2023 Q3	$315K	Sell	3,446 -1	-0%	-$96	0.09%	120
2023 Q2	$333K	Buy	3,447 +516	+18%	+$47K	0.1%	107
2023 Q1	$267K	Sell	2,931 -106	-3%	-$9.46K	0.08%	123
2022 Q4	$254K	Buy	+3,037	New	+$256K	0.09%	116

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

LJI Wealth Management's IWP Position: Q2 2026 in Review

LJI Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 40% in Q2 2026, selling an estimated $181K and leaving 1,965 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #164.

LJI Wealth Management first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $462K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

LJI Wealth Management held 1,965 shares of iShares Russell Mid-Cap Growth ETF worth $288K as of Q2 2026.
LJI Wealth Management sold 1,311 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $181K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #164 holding.
LJI Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $462K in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.