LWM
IWP icon

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

LongView 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 		– Sell
-3,702
Closed -$498K – 242
2026
Q1 		$498K Buy
3,702
+363
+11% +$49.1K 0.13% 138
2025
Q4 		$472K Buy
3,339
+64
+2% +$8.94K 0.11% 147
2025
Q3 		$466K Buy
3,275
+52
+2% +$7.35K 0.13% 130
2025
Q2 		$447K Buy
3,223
+322
+11% +$40.7K 0.14% 130
2025
Q1 		$341K Buy
2,901
+242
+9% +$31.1K 0.1% 153
2024
Q4 		$337K Buy
2,659
+270
+11% +$34.3K 0.1% 145
2024
Q3 		$280K Buy
2,389
+142
+6% +$15.9K 0.09% 168
2024
Q2 		$248K Buy
2,247
+455
+25% +$50K 0.09% 164
2024
Q1 		$205K Buy
+1,792
New +$194K 0.08% 172

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

LongView Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 3,702 shares — an estimated $498K sold.

LongView Wealth Management first reported a position in IWP in Q1 2024 and held it in 9 quarters. The position peaked at $498K in Q1 2026. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • LongView Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 3,702 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $498K.
  • LongView Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and held it in 9 quarters.
  • LongView Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $498K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.