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 Q2	$878K	Sell	5,995 -21	-0.3%	-$2.9K	0.05%	174
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 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 22.9% 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

LMCG Investments's IWP Position: Q2 2026 in Review

LMCG Investments reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.35% in Q2 2026, selling an estimated $2.9K and leaving 5,995 shares worth $878K. The position accounts for 0.05% of the portfolio, ranked #174.

LMCG Investments first reported a position in IWP in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.15M in Q4 2024. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

LMCG Investments held 5,995 shares of iShares Russell Mid-Cap Growth ETF worth $878K as of Q2 2026.
LMCG Investments sold 21 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.9K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of LMCG Investments's portfolio in Q2 2026, its #174 holding.
LMCG Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 28 quarters since.
LMCG Investments's iShares Russell Mid-Cap Growth ETF position peaked at $1.15M in Q4 2024.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.