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 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 $1.66T 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

Salomon & Ludwin's IWP Position: Q1 2026 in Review

Salomon & Ludwin reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.8% in Q1 2026, selling an estimated $3.38K and leaving 875 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #225.

Salomon & Ludwin first reported a position in IWP in Q3 2023 and has held it in 11 quarters since. The position peaked at $144K in Q1 2024. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Salomon & Ludwin held 875 shares of iShares Russell Mid-Cap Growth ETF worth $113K as of Q1 2026.
Salomon & Ludwin sold 25 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.38K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #225 holding.
Salomon & Ludwin first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's iShares Russell Mid-Cap Growth ETF position peaked at $144K in Q1 2024.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.