Luts & Greenleigh Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Luts & Greenleigh Group’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 Q1	$1.51M	Buy	11,762 +481	+4%	+$65.1K	1.19%	18
2025 Q4	$1.54M	Buy	11,281 +141	+1%	+$19.7K	1.31%	16
2025 Q3	$1.59M	Sell	11,140 -255	-2%	-$36K	1.42%	15
2025 Q2	$1.58M	Buy	11,395 +308	+3%	+$39K	1.52%	14
2025 Q1	$1.3M	Sell	11,087 -13	-0.1%	-$1.67K	1.29%	17
2024 Q4	$1.41M	Sell	11,100 -8	-0.1%	-$1.02K	1.39%	14
2024 Q3	$1.3M	Buy	11,108 +102	+0.9%	+$11.4K	1.25%	15
2024 Q2	$1.21M	Buy	+11,006	New	+$1.21M	1.26%	16
2023 Q4	$1.26M	Sell	12,059 -968	-7%	-$91.8K	1.59%	11
2023 Q3	$1.19M	Buy	13,027 +1,133	+10%	+$108K	1.48%	12
2023 Q2	$1.15M	Buy	11,894 +681	+6%	+$62.1K	1.42%	14
2023 Q1	$1.02M	Sell	11,213 -3,680	-25%	-$328K	1.29%	14
2022 Q4	$1.25M	Buy	+14,893	New	+$1.25M	1.58%	13

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Luts & Greenleigh Group's IWP Position: Q1 2026 in Review

Luts & Greenleigh Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.3% in Q1 2026, buying an estimated $65.1K and bringing the position to 11,762 shares worth $1.51M. The position accounts for 1.19% of the portfolio, ranked #18.

Luts & Greenleigh Group first reported a position in IWP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.59M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Luts & Greenleigh Group held 11,762 shares of iShares Russell Mid-Cap Growth ETF worth $1.51M as of Q1 2026.
Luts & Greenleigh Group bought 481 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $65.1K.
iShares Russell Mid-Cap Growth ETF made up 1.19% of Luts & Greenleigh Group's portfolio in Q1 2026, its #18 holding.
Luts & Greenleigh Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's iShares Russell Mid-Cap Growth ETF position peaked at $1.59M in Q3 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.