Salomon & Ludwin’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Salomon & Ludwin’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	$118K	Sell	816 -59	-7%	-$8.13K	0.01%	231
2026 Q1	$113K	Sell	875 -25	-3%	-$3.38K	0.01%	225
2025 Q4	$126K	Hold	900	–	–	0.01%	205
2025 Q3	$129K	Sell	900 -14	-2%	-$1.98K	0.01%	194
2025 Q2	$126K	Sell	914 -41	-4%	-$5.19K	0.01%	170
2025 Q1	$112K	Sell	955 -71	-7%	-$9.13K	0.01%	166
2024 Q4	$130K	Sell	1,026 -21	-2%	-$2.67K	0.01%	157
2024 Q3	$123K	Hold	1,047	–	–	0.01%	171
2024 Q2	$116K	Sell	1,047 -212	-17%	-$23.3K	0.01%	181
2024 Q1	$144K	Buy	1,259 +318	+34%	+$34.4K	0.01%	213
2023 Q4	$86K	Hold	941	–	–	0.01%	240
2023 Q3	$86K	Buy	+941	New	+$90K	0.01%	240

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

Salomon & Ludwin's IWP Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.7% in Q2 2026, selling an estimated $8.13K and leaving 816 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #231.

Salomon & Ludwin first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. The position peaked at $144K in Q1 2024. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Salomon & Ludwin held 816 shares of iShares Russell Mid-Cap Growth ETF worth $118K as of Q2 2026.
Salomon & Ludwin sold 59 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.13K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #231 holding.
Salomon & Ludwin first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's iShares Russell Mid-Cap Growth ETF position peaked at $144K in Q1 2024.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.