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LRI Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LRI Investments’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 		$344K Hold
2,350
– – 0.03% 234
2026
Q1 		$301K Hold
2,350
– – 0.03% 231
2025
Q4 		$322K Hold
2,350
– – 0.03% 218
2025
Q3 		$335K Hold
2,350
– – 0.03% 220
2025
Q2 		$326K Hold
2,350
– – 0.03% 223
2025
Q1 		$276K Hold
2,350
– – 0.03% 225
2024
Q4 		$298K Hold
2,350
– – 0.03% 204
2024
Q3 		$303K Hold
2,350
– – 0.03% 211
2024
Q2 		$259K Hold
2,350
– – 0.03% 203
2024
Q1 		$268K Buy
+2,350
New +$254K 0.07% 117

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

LRI Investments's IWP Position: Q2 2026 in Review

LRI Investments held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,350 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #234.

LRI Investments first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 589 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • LRI Investments held 2,350 shares of iShares Russell Mid-Cap Growth ETF worth $344K as of Q2 2026.
  • LRI Investments left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of LRI Investments's portfolio in Q2 2026, its #234 holding.
  • LRI Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 589 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.