Lodestar Private Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lodestar Private Asset 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 Q1	$470K	Hold	3,671	–	–	0.05%	158
2025 Q4	$503K	Sell	3,671 -3	-0.1%	-$419	0.05%	150
2025 Q3	$523K	Buy	3,674 +42	+1%	+$5.93K	0.05%	143
2025 Q2	$504K	Sell	3,632 -15	-0.4%	-$1.9K	0.06%	139
2025 Q1	$428K	Hold	3,647	–	–	0.05%	150
2024 Q4	$462K	Sell	3,647 -148	-4%	-$18.8K	0.06%	144
2024 Q3	$445K	Sell	3,795 -5	-0.1%	-$559	0.06%	146
2024 Q2	$419K	Sell	3,800 -60	-2%	-$6.59K	0.06%	143
2024 Q1	$441K	Buy	3,860 +7	+0.2%	+$757	0.06%	139
2023 Q4	$402K	Sell	3,853 -30	-0.8%	-$2.84K	0.06%	141
2023 Q3	$355K	Sell	3,883 -161	-4%	-$15.4K	0.06%	142
2023 Q2	$391K	Sell	4,044 -46	-1%	-$4.19K	0.07%	143
2023 Q1	$372K	Sell	4,090 -953	-19%	-$85.1K	0.07%	141
2022 Q4	$422K	Buy	+5,043	New	+$424K	0.08%	132

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lodestar Private Asset Management's IWP Position: Q1 2026 in Review

Lodestar Private Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 3,671 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #158.

Lodestar Private Asset Management first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. The position peaked at $523K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Lodestar Private Asset Management held 3,671 shares of iShares Russell Mid-Cap Growth ETF worth $470K as of Q1 2026.
Lodestar Private Asset Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Lodestar Private Asset Management's portfolio in Q1 2026, its #158 holding.
Lodestar Private Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $523K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.