LMG Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LMG Wealth Partners’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	$15M	Buy	102,212 +5,764	+6%	+$794K	2.39%	6
2026 Q1	$12.4M	Sell	96,448 -2,948	-3%	-$399K	2.25%	9
2025 Q4	$13.6M	Buy	99,396 +701	+0.7%	+$98K	2.54%	7
2025 Q3	$14.1M	Buy	98,695 +292	+0.3%	+$41.3K	2.61%	7
2025 Q2	$13.6M	Sell	98,403 -1,077	-1%	-$136K	2.8%	6
2025 Q1	$11.7M	Sell	99,480 -1,752	-2%	-$225K	2.6%	8
2024 Q4	$12.8M	Sell	101,232 -430	-0.4%	-$54.7K	2.8%	7
2024 Q3	$11.9M	Sell	101,662 -201	-0.2%	-$22.5K	2.73%	7
2024 Q2	$11.2M	Sell	101,863 -646	-0.6%	-$71K	2.8%	7
2024 Q1	$11.7M	Sell	102,509 -2,926	-3%	-$317K	2.95%	6
2023 Q4	$11M	Sell	105,435 -164	-0.2%	-$15.5K	3.06%	7
2023 Q3	$9.65M	Sell	105,599 -838	-0.8%	-$80.1K	2.94%	9
2023 Q2	$10.3M	Sell	106,437 -1,589	-1%	-$145K	3.15%	7
2023 Q1	$9.84M	Sell	108,026 -648	-0.6%	-$57.8K	3.18%	5
2022 Q4	$9.6M	Buy	+108,674	New	+$9.15M	3.17%	8

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

LMG Wealth Partners's IWP Position: Q2 2026 in Review

LMG Wealth Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6% in Q2 2026, buying an estimated $794K and bringing the position to 102,212 shares worth $15M. The position accounts for 2.39% of the portfolio, ranked #6.

LMG Wealth Partners first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

LMG Wealth Partners held 102,212 shares of iShares Russell Mid-Cap Growth ETF worth $15M as of Q2 2026.
LMG Wealth Partners bought 5,764 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $794K.
iShares Russell Mid-Cap Growth ETF made up 2.39% of LMG Wealth Partners's portfolio in Q2 2026, its #6 holding.
LMG Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.