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Lowery Thomas LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lowery Thomas LLC’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 		$3.13M Sell
21,378
-76
-0.4% -$10.5K 1.53% 23
2026
Q1 		$2.75M Sell
21,454
-72
-0.3% -$9.74K 1.57% 21
2025
Q4 		$2.95M Sell
21,526
-50
-0.2% -$6.99K 1.67% 21
2025
Q3 		$3.07M Sell
21,576
-183
-0.8% -$25.9K 1.77% 20
2025
Q2 		$3.02M Sell
21,759
-863
-4% -$109K 1.93% 16
2025
Q1 		$2.66M Sell
22,622
-156
-0.7% -$20.1K 1.82% 20
2024
Q4 		$2.89M Sell
22,778
-79
-0.3% -$10K 1.88% 19
2024
Q3 		$2.68M Sell
22,857
-1,995
-8% -$223K 1.82% 17
2024
Q2 		$2.74M Sell
24,852
-556
-2% -$61.1K 2% 17
2024
Q1 		$2.9M Sell
25,408
-872
-3% -$94.3K 2.22% 15
2023
Q4 		$2.75M Sell
26,280
-905
-3% -$85.8K 2.36% 14
2023
Q3 		$2.48M Buy
27,185
+918
+3% +$87.8K 2.37% 15
2023
Q2 		$2.54M Sell
26,267
-82
-0.3% -$7.47K 2.5% 14
2023
Q1 		$2.4M Sell
26,349
-16,034
-38% -$1.43M 2.65% 13
2022
Q4 		$3.54M Buy
42,383
+504
+1% +$42.4K 4.25% 11
2022
Q3 		$3.29M Buy
41,879
+363
+0.9% +$31.2K 3.84% 11
2022
Q2 		$3.29M Sell
41,516
-6,658
-14% -$580K 3.14% 12
2022
Q1 		$4.84M Sell
48,174
-14,706
-23% -$1.46M 3.76% 9
2021
Q4 		$7.25M Buy
+62,880
New +$7.33M 5% 4

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Lowery Thomas LLC's IWP Position: Q2 2026 in Review

Lowery Thomas LLC reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.35% in Q2 2026, selling an estimated $10.5K and leaving 21,378 shares worth $3.13M. The position accounts for 1.53% of the portfolio, ranked #23.

Lowery Thomas LLC first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.25M in Q4 2021. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Lowery Thomas LLC held 21,378 shares of iShares Russell Mid-Cap Growth ETF worth $3.13M as of Q2 2026.
  • Lowery Thomas LLC sold 76 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.5K.
  • iShares Russell Mid-Cap Growth ETF made up 1.53% of Lowery Thomas LLC's portfolio in Q2 2026, its #23 holding.
  • Lowery Thomas LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Lowery Thomas LLC's iShares Russell Mid-Cap Growth ETF position peaked at $7.25M in Q4 2021.
  • 1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.