Lloyd Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lloyd Advisory Services’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	$229K	Sell	1,564 -28,251	-95%	-$3.89M	0.09%	102
2026 Q1	$3.82M	Buy	29,815 +29,108	+4,117%	+$3.94M	1.09%	14
2025 Q4	$96.8K	Buy	+707	New	+$98.8K	0.04%	185
2025 Q1	–	Sell	-1,694	Closed	-$215K	–	106
2024 Q4	$215K	Buy	+1,694	New	+$215K	0.1%	94
2022 Q2	–	Sell	-956	Closed	-$96K	–	314
2022 Q1	$96K	Sell	956 -218	-19%	-$21.7K	0.04%	165
2021 Q4	$135K	Sell	1,174 -44	-4%	-$5.13K	0.06%	118
2021 Q3	$137K	Sell	1,218 -198	-14%	-$22.8K	0.07%	110
2021 Q2	$160K	Buy	1,416 +77	+6%	+$8.22K	0.08%	87
2021 Q1	$137K	Sell	1,339 -54	-4%	-$5.65K	0.07%	87
2020 Q4	$143K	Sell	1,393 -141	-9%	-$13.4K	0.08%	67
2020 Q3	$133K	Sell	1,534 -286	-16%	-$24.1K	0.08%	64
2020 Q2	$144K	Sell	1,820 -60	-3%	-$4.35K	0.09%	69
2020 Q1	$114K	Buy	1,880 +384	+26%	+$28K	0.08%	71
2019 Q4	$114K	Buy	+1,496	New	+$110K	0.1%	89

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

Lloyd Advisory Services's IWP Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 95% in Q2 2026, selling an estimated $3.89M and leaving 1,564 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #102.

Lloyd Advisory Services first reported a position in IWP in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.82M in Q1 2026. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Lloyd Advisory Services held 1,564 shares of iShares Russell Mid-Cap Growth ETF worth $229K as of Q2 2026.
Lloyd Advisory Services sold 28,251 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.89M.
iShares Russell Mid-Cap Growth ETF made up 0.09% of Lloyd Advisory Services's portfolio in Q2 2026, its #102 holding.
Lloyd Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 14 quarters since.
Lloyd Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $3.82M in Q1 2026.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.