Lodestone Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lodestone Wealth 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 Q2	$2.05K	Hold	14	–	–	﹤0.01%	682
2026 Q1	$1.79K	Hold	14	–	–	﹤0.01%	682
2025 Q4	$1.92K	Buy	+14	New	+$1.96K	﹤0.01%	682

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

Lodestone Wealth Management's IWP Position: Q2 2026 in Review

Lodestone Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 14 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Lodestone Wealth Management first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Lodestone Wealth Management held 14 shares of iShares Russell Mid-Cap Growth ETF worth $2.05K as of Q2 2026.
Lodestone Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #682 holding.
Lodestone Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.