Oliver Lagore Vanvalin Investment Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$12.4K	Buy	+105	New	+$13.3K	﹤0.01%	400
2024 Q4	$20.4K	Sell	161 -39	-20%	-$4.96K	0.01%	359
2024 Q3	$23.5K	Sell	200 -204	-50%	-$22.8K	0.01%	329
2024 Q2	$44.6K	Buy	404 +3	+0.7%	+$330	0.01%	249
2024 Q1	$45.8K	Sell	401 -321	-44%	-$34.7K	0.01%	248
2023 Q4	$75.4K	Sell	722 -446	-38%	-$42.3K	0.03%	174
2023 Q3	$107K	Sell	1,168 -3,751	-76%	-$359K	0.04%	159
2023 Q2	$475K	Buy	+4,919	New	+$448K	0.17%	85
2022 Q4	–	Sell	-51	Closed	-$4K	–	723
2022 Q3	$4K	Hold	51	–	–	﹤0.01%	457
2022 Q2	$4K	Hold	51	–	–	﹤0.01%	439
2022 Q1	$5K	Buy	+51	New	+$5.08K	﹤0.01%	408

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IWP Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025: 105 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IWP as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IWP in Q1 2022 and has held it in 11 quarters since. The position peaked at $475K in Q2 2023. 1,165 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 105 shares of iShares Russell Mid-Cap Growth ETF worth $12.4K as of Q2 2025.
iShares Russell Mid-Cap Growth ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #400 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Russell Mid-Cap Growth ETF position peaked at $475K in Q2 2023.
1,165 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.