LVW Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LVW Advisors’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	–	Sell	-5,216	Closed	-$714K	–	449
2025 Q4	$714K	Buy	+5,216	New	+$729K	0.07%	131
2025 Q1	–	Sell	-4,799	Closed	-$608K	–	310
2024 Q4	$608K	Buy	+4,799	New	+$610K	0.07%	165
2022 Q3	–	Sell	-6,530	Closed	-$517K	–	229
2022 Q2	$517K	Buy	+6,530	New	+$569K	0.11%	131
2022 Q1	–	Sell	-5,560	Closed	-$641K	–	240
2021 Q4	$641K	Buy	+5,560	New	+$648K	0.11%	128

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

LVW Advisors's IWP Position: Q1 2026 in Review

LVW Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 5,216 shares — an estimated $714K sold.

LVW Advisors first reported a position in IWP in Q4 2021 and held it in 4 quarters. The position peaked at $714K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

LVW Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
LVW Advisors sold 5,216 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $714K.
LVW Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 4 quarters.
LVW Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $714K in Q4 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on LVW Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.