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

LWM 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
Q2 		$4.62M Buy
31,550
+551
+2% +$75.9K 3.44% 9
2026
Q1 		$3.97M Sell
30,999
-1,817
-6% -$246K 3.45% 9
2025
Q4 		$4.49M Buy
32,816
+918
+3% +$128K 3.95% 9
2025
Q3 		$4.54M Sell
31,898
-374
-1% -$52.9K 4.08% 9
2025
Q2 		$4.48M Sell
32,272
-76
-0.2% -$9.61K 4.3% 8
2025
Q1 		$4.09M Sell
32,348
-119
-0.4% -$15.3K 4.21% 8
2024
Q4 		$4.12M Buy
+32,467
New +$4.13M 4.13% 9

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

LWM Advisors's IWP Position: Q2 2026 in Review

LWM Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.8% in Q2 2026, buying an estimated $75.9K and bringing the position to 31,550 shares worth $4.62M. The position accounts for 3.44% of the portfolio, ranked #9.

LWM Advisors first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • LWM Advisors held 31,550 shares of iShares Russell Mid-Cap Growth ETF worth $4.62M as of Q2 2026.
  • LWM Advisors bought 551 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $75.9K.
  • iShares Russell Mid-Cap Growth ETF made up 3.44% of LWM Advisors's portfolio in Q2 2026, its #9 holding.
  • LWM Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.