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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
Q2 		$1.72M Sell
11,758
-4
-0% -$551 1.3% 15
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
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

Luts & Greenleigh Group's IWP Position: Q2 2026 in Review

Luts & Greenleigh Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.03% in Q2 2026, selling an estimated $551 and leaving 11,758 shares worth $1.72M. The position accounts for 1.3% of the portfolio, ranked #15.

Luts & Greenleigh Group first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Luts & Greenleigh Group held 11,758 shares of iShares Russell Mid-Cap Growth ETF worth $1.72M as of Q2 2026.
  • Luts & Greenleigh Group sold 4 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $551.
  • iShares Russell Mid-Cap Growth ETF made up 1.3% of Luts & Greenleigh Group's portfolio in Q2 2026, its #15 holding.
  • Luts & Greenleigh Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.