LPL Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $399M | Buy |
2,726,167
+81,816
| +3% | +$11.3M | 0.09% | 227 |
|
|
2026
Q1 | $339M | Buy |
2,644,351
+27,857
| +1% | +$3.77M | 0.09% | 223 |
|
|
2025
Q4 | $358M | Buy |
2,616,494
+161,336
| +7% | +$22.5M | 0.1% | 194 |
|
|
2025
Q3 | $350M | Buy |
2,455,158
+86,160
| +4% | +$12.2M | 0.1% | 186 |
|
|
2025
Q2 | $329M | Buy |
2,368,998
+70,252
| +3% | +$8.89M | 0.11% | 174 |
|
|
2025
Q1 | $270M | Buy |
2,298,746
+144,339
| +7% | +$18.6M | 0.11% | 184 |
|
|
2024
Q4 | $273M | Buy |
2,154,407
+340,267
| +19% | +$43.3M | 0.11% | 162 |
|
|
2024
Q3 | $213M | Buy |
1,814,140
+181,523
| +11% | +$20.3M | 0.09% | 190 |
|
|
2024
Q2 | $180M | Sell |
1,632,617
-49,719
| -3% | -$5.46M | 0.09% | 194 |
|
|
2024
Q1 | $192M | Buy |
1,682,336
+41,932
| +3% | +$4.54M | 0.1% | 175 |
|
|
2023
Q4 | $171M | Buy |
1,640,404
+40,060
| +3% | +$3.8M | 0.1% | 176 |
|
|
2023
Q3 | $146M | Buy |
1,600,344
+101,412
| +7% | +$9.7M | 0.1% | 179 |
|
|
2023
Q2 | $145M | Buy |
1,498,932
+104,903
| +8% | +$9.56M | 0.1% | 178 |
|
|
2023
Q1 | $127M | Sell |
1,394,029
-34,267
| -2% | -$3.06M | 0.1% | 189 |
|
|
2022
Q4 | $119M | Buy |
1,428,296
+25,188
| +2% | +$2.12M | 0.1% | 192 |
|
|
2022
Q3 | $110M | Buy |
1,403,108
+144
| +0% | +$12.4K | 0.11% | 175 |
|
|
2022
Q2 | $111M | Sell |
1,402,964
-90,029
| -6% | -$7.84M | 0.11% | 178 |
|
|
2022
Q1 | $150M | Sell |
1,492,993
-110,698
| -7% | -$11M | 0.13% | 150 |
|
|
2021
Q4 | $185M | Buy |
1,603,691
+53,855
| +3% | +$6.28M | 0.16% | 124 |
|
|
2021
Q3 | $174M | Buy |
1,549,836
+257,163
| +20% | +$29.6M | 0.16% | 120 |
|
|
2021
Q2 | $146M | Sell |
1,292,673
-11,672
| -0.9% | -$1.25M | 0.15% | 128 |
|
|
2021
Q1 | $133M | Buy |
1,304,345
+81,000
| +7% | +$8.47M | 0.15% | 125 |
|
|
2020
Q4 | $126M | Buy |
1,223,345
+84,785
| +7% | +$8.07M | 0.16% | 123 |
|
|
2020
Q3 | $98.4M | Buy |
1,138,560
+44,608
| +4% | +$3.76M | 0.15% | 134 |
|
|
2020
Q2 | $86.5M | Buy |
1,093,952
+102,330
| +10% | +$7.42M | 0.15% | 135 |
|
|
2020
Q1 | $60.3M | Sell |
991,622
-29,846
| -3% | -$2.17M | 0.13% | 147 |
|
|
2019
Q4 | $77.9M | Buy |
1,021,468
+85,324
| +9% | +$6.26M | 0.14% | 136 |
|
|
2019
Q3 | $66.2M | Sell |
936,144
-26,956
| -3% | -$1.94M | 0.13% | 139 |
|
|
2019
Q2 | $68.7M | Sell |
963,100
-67,166
| -7% | -$4.67M | 0.15% | 123 |
|
|
2019
Q1 | $69.9M | Buy |
1,030,266
+1,488
| +0.1% | +$95.5K | 0.16% | 119 |
|
|
2018
Q4 | $58.5M | Buy |
1,028,778
+13,226
| +1% | +$805K | 0.16% | 118 |
|
|
2018
Q3 | $68.8M | Buy |
1,015,552
+46,190
| +5% | +$3.07M | 0.17% | 111 |
|
|
2018
Q2 | $61.4M | Sell |
969,362
-17,418
| -2% | -$1.1M | 0.16% | 118 |
|
|
2018
Q1 | $60.7M | Buy |
986,780
+93,658
| +10% | +$5.85M | 0.17% | 117 |
|
|
2017
Q4 | $53.9M | Buy |
893,122
+13,112
| +1% | +$771K | 0.16% | 115 |
|
|
2017
Q3 | $49.8M | Sell |
880,010
-427,796
| -33% | -$23.5M | 0.18% | 108 |
|
|
2017
Q2 | $70.7M | Buy |
1,307,806
+950,202
| +266% | +$50.6M | 0.27% | 78 |
|
|
2017
Q1 | $18.6M | Buy |
357,604
+27,016
| +8% | +$1.38M | 0.13% | 129 |
|
|
2016
Q4 | $16.1M | Buy |
330,588
+105,570
| +47% | +$5.09M | 0.12% | 140 |
|
|
2016
Q3 | $11M | Sell |
225,018
-149,518
| -40% | -$7.25M | 0.1% | 170 |
|
|
2016
Q2 | $17.5M | Sell |
374,536
-2,406,454
| -87% | -$111M | 0.15% | 117 |
|
|
2016
Q1 | $127M | Sell |
2,780,990
-256,454
| -8% | -$11.1M | 0.35% | 59 |
|
|
2015
Q4 | $138M | Buy |
3,037,444
+1,432,212
| +89% | +$66.6M | 0.38% | 48 |
|
|
2015
Q3 | $72.9M | Buy |
1,605,232
+147,440
| +10% | +$6.99M | 0.4% | 47 |
|
|
2015
Q2 | $70.5M | Buy |
1,457,792
+207,790
| +17% | +$10.3M | 0.36% | 59 |
|
|
2015
Q1 | $61M | Buy |
1,250,002
+342,048
| +38% | +$16.3M | 0.31% | 69 |
|
|
2014
Q4 | $42.3M | Buy |
907,954
+106,830
| +13% | +$4.83M | 0.23% | 85 |
|
|
2014
Q3 | $34.8M | Buy |
801,124
+36,380
| +5% | +$1.62M | 0.21% | 100 |
|
|
2014
Q2 | $34.2M | Buy |
764,744
+10,986
| +1% | +$472K | 0.2% | 107 |
|
|
2014
Q1 | $32.3M | Buy |
753,758
+5,742
| +0.8% | +$244K | 0.2% | 106 |
|
|
2013
Q4 | $31.6M | Buy |
748,016
+16,912
| +2% | +$684K | 0.2% | 103 |
|
|
2013
Q3 | $28.8M | Buy |
731,104
+47,354
| +7% | +$1.81M | 0.19% | 109 |
|
|
2013
Q2 | $24.5M | Buy |
+683,750
| New | +$24.4M | 0.18% | 110 |
|
Other funds holding IWP
FCAS
CCWM
LPL Financial's IWP Position: Q2 2026 in Review
LPL Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.1% in Q2 2026, buying an estimated $11.3M and bringing the position to 2,726,167 shares worth $399M. The position accounts for 0.09% of the portfolio, ranked #227.
LPL Financial first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.
- LPL Financial held 2,726,167 shares of iShares Russell Mid-Cap Growth ETF worth $399M as of Q2 2026.
- LPL Financial bought 81,816 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $11.3M.
- iShares Russell Mid-Cap Growth ETF made up 0.09% of LPL Financial's portfolio in Q2 2026, its #227 holding.
- LPL Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
- 1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.