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

LWM Advisory Services’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	-11,372	Closed	-$1.56M	–	81
2025 Q4	$1.56M	Sell	11,372 -639	-5%	-$89.3K	0.91%	22
2025 Q3	$1.71M	Buy	+12,011	New	+$1.7M	1%	20

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

LWM Advisory Services's IWP Position: Q1 2026 in Review

LWM Advisory Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 11,372 shares — an estimated $1.56M sold.

LWM Advisory Services first reported a position in IWP in Q3 2025 and held it in 2 quarters. The position peaked at $1.71M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

LWM Advisory Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
LWM Advisory Services sold 11,372 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.56M.
LWM Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and held it in 2 quarters.
LWM Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $1.71M in Q3 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.