Owen LaRue’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Owen LaRue’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	$736K	Buy	5,029 +5	+0.1%	+$689	0.26%	78
2026 Q1	$644K	Sell	5,024 -66	-1%	-$8.93K	0.25%	78
2025 Q4	$697K	Sell	5,090 -66	-1%	-$9.22K	0.27%	71
2025 Q3	$734K	Buy	5,156 +4	+0.1%	+$565	0.29%	67
2025 Q2	$714K	Buy	5,152 +5	+0.1%	+$633	0.3%	67
2025 Q1	$605K	Buy	5,147 +4	+0.1%	+$514	0.3%	63
2024 Q4	$652K	Buy	5,143 +5	+0.1%	+$636	0.34%	59
2024 Q3	$603K	Buy	5,138 +7	+0.1%	+$783	0.32%	60
2024 Q2	$566K	Buy	5,131 +5	+0.1%	+$549	0.35%	54
2024 Q1	$585K	Sell	5,126 -852	-14%	-$92.2K	0.37%	46
2023 Q4	$624K	Buy	5,978 +20	+0.3%	+$1.9K	0.59%	42
2023 Q3	$544K	Sell	5,958 -5	-0.1%	-$478	0.6%	40
2023 Q2	$575K	Sell	5,963 -558	-9%	-$50.9K	0.6%	41
2023 Q1	$548K	Hold	6,521	–	–	0.59%	39
2022 Q4	$548K	Buy	+6,521	New	+$549K	0.59%	39

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Owen LaRue's IWP Position: Q2 2026 in Review

Owen LaRue increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.1% in Q2 2026, buying an estimated $689 and bringing the position to 5,029 shares worth $736K. The position accounts for 0.26% of the portfolio, ranked #78.

Owen LaRue first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Owen LaRue held 5,029 shares of iShares Russell Mid-Cap Growth ETF worth $736K as of Q2 2026.
Owen LaRue bought 5 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $689.
iShares Russell Mid-Cap Growth ETF made up 0.26% of Owen LaRue's portfolio in Q2 2026, its #78 holding.
Owen LaRue first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.