MB, Levis & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

MB, Levis & Associates’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	$16.4K	Hold	112	–	–	0.01%	153
2026 Q1	$14.3K	Hold	112	–	–	0.01%	153
2025 Q4	$15.3K	Hold	112	–	–	0.01%	153
2025 Q3	$15.9K	Hold	112	–	–	0.01%	149
2025 Q2	$15.5K	Hold	112	–	–	0.01%	176
2025 Q1	$13.2K	Hold	112	–	–	0.01%	178
2024 Q4	$14.2K	Hold	112	–	–	0.01%	172
2024 Q3	$13.1K	Hold	112	–	–	0.01%	179
2024 Q2	$12.4K	Hold	112	–	–	0.01%	180
2024 Q1	$12.8K	Hold	112	–	–	0.01%	178
2023 Q4	$11.7K	Hold	112	–	–	0.01%	179
2023 Q3	$10.2K	Hold	112	–	–	0.01%	193
2023 Q2	$10.8K	Hold	112	–	–	0.01%	194
2023 Q1	$10.2K	Hold	112	–	–	0.01%	196
2022 Q4	$9.36K	Buy	+112	New	+$9.43K	0.01%	183

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MB, Levis & Associates's IWP Position: Q2 2026 in Review

MB, Levis & Associates held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 112 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #153.

MB, Levis & Associates first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

MB, Levis & Associates held 112 shares of iShares Russell Mid-Cap Growth ETF worth $16.4K as of Q2 2026.
MB, Levis & Associates left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #153 holding.
MB, Levis & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.