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

LMCG 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
Q1 		$771K Sell
6,016
-1,258
-17% -$170K 0.05% 170
2025
Q4 		$996K Sell
7,274
-321
-4% -$44.9K 0.06% 159
2025
Q3 		$1.08M Sell
7,595
-178
-2% -$25.2K 0.06% 158
2025
Q2 		$1.08M Sell
7,773
-7
-0.1% -$886 0.07% 159
2025
Q1 		$914K Sell
7,780
-1,279
-14% -$164K 0.06% 174
2024
Q4 		$1.15M Sell
9,059
-35
-0.4% -$4.45K 0.07% 159
2024
Q3 		$1.07M Hold
9,094
– – 0.06% 150
2024
Q2 		$1M Hold
9,094
– – 0.06% 185
2024
Q1 		$1.04M Hold
9,094
– – 0.06% 193
2023
Q4 		$950K Hold
9,094
– – 0.06% 225
2023
Q3 		$831K Hold
9,094
– – 0.06% 229
2023
Q2 		$879K Hold
9,094
– – 0.06% 222
2023
Q1 		$828K Hold
9,094
– – 0.06% 225
2022
Q4 		$760K Hold
9,094
– – 0.05% 235
2022
Q3 		$713K Sell
9,094
-5
-0.1% -$430 0.05% 247
2022
Q2 		$721K Buy
9,099
+3,020
+50% +$263K 0.05% 242
2022
Q1 		$611K Buy
+6,079
New +$605K 0.04% 268
2015
Q3 		$460K Hold
10,390
– – 0.01% 471
2015
Q2 		$503K Sell
10,390
-60
-0.6% -$2.96K 0.01% 433
2015
Q1 		$512K Sell
10,450
-40
-0.4% -$1.91K 0.01% 434
2014
Q4 		$489K Buy
10,490
+360
+4% +$16.3K 0.01% 417
2014
Q3 		$447K Sell
10,130
-110
-1% -$4.91K 0.01% 415
2014
Q2 		$459K Buy
10,240
+3,988
+64% +$171K 0.01% 412
2014
Q1 		$268K Hold
6,252
– – 0.01% 445
2013
Q4 		$264K Buy
6,252
+80
+1% +$3.23K 0.01% 450
2013
Q3 		$241K Sell
6,172
-10
-0.2% -$381 0.01% 439
2013
Q2 		$222K Buy
+6,182
New +$221K 0.01% 446

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LMCG Investments's IWP Position: Q1 2026 in Review

LMCG Investments reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 17% in Q1 2026, selling an estimated $170K and leaving 6,016 shares worth $771K. The position accounts for 0.05% of the portfolio, ranked #170.

LMCG Investments first reported a position in IWP in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.15M in Q4 2024. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • LMCG Investments held 6,016 shares of iShares Russell Mid-Cap Growth ETF worth $771K as of Q1 2026.
  • LMCG Investments sold 1,258 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $170K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of LMCG Investments's portfolio in Q1 2026, its #170 holding.
  • LMCG Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 27 quarters since.
  • LMCG Investments's iShares Russell Mid-Cap Growth ETF position peaked at $1.15M in Q4 2024.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.