Lowe Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$22.5K	Buy	158 +8	+5%	+$1.13K	0.01%	193
2025 Q2	$20.8K	Hold	150	–	–	0.01%	195
2025 Q1	$17.6K	Hold	150	–	–	0.01%	210
2024 Q4	$19K	Hold	150	–	–	0.01%	189
2024 Q3	$17.6K	Hold	150	–	–	0.01%	178
2024 Q2	$16.6K	Hold	150	–	–	0.01%	186
2024 Q1	$17.1K	Hold	150	–	–	0.01%	178
2023 Q4	$15.7K	Hold	150	–	–	0.01%	177
2023 Q3	$13.7K	Hold	150	–	–	0.01%	177
2023 Q2	$14.5K	Hold	150	–	–	0.01%	189
2023 Q1	$13.7K	Hold	150	–	–	0.01%	183
2022 Q4	$12.5K	Hold	150	–	–	0.01%	195
2022 Q3	$12K	Hold	150	–	–	0.01%	188
2022 Q2	$12K	Hold	150	–	–	0.01%	174
2022 Q1	$15K	Hold	150	–	–	0.01%	173
2021 Q4	$17K	Hold	150	–	–	0.01%	158
2021 Q3	$17K	Hold	150	–	–	0.01%	150
2021 Q2	$17K	Hold	150	–	–	0.01%	149
2021 Q1	$15K	Buy	+150	New	+$15.7K	0.01%	150

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Lowe Wealth Advisors's IWP Position: Q3 2025 in Review

Lowe Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.3% in Q3 2025, buying an estimated $1.13K and bringing the position to 158 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #193.

Lowe Wealth Advisors first reported a position in IWP in Q1 2021 and has held it in 19 quarters since. 1,163 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Lowe Wealth Advisors held 158 shares of iShares Russell Mid-Cap Growth ETF worth $22.5K as of Q3 2025.
Lowe Wealth Advisors bought 8 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $1.13K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #193 holding.
Lowe Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
1,163 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.