White Lighthouse Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

White Lighthouse Investment Management’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	$396K	Buy	2,704 +147	+6%	+$20.3K	0.05%	118
2026 Q1	$328K	Sell	2,557 -904	-26%	-$122K	0.05%	120
2025 Q4	$474K	Buy	3,461 +744	+27%	+$104K	0.07%	108
2025 Q3	$387K	Sell	2,717 -300	-10%	-$42.4K	0.06%	104
2025 Q2	$418K	Hold	3,017	–	–	0.07%	103
2025 Q1	$354K	Sell	3,017 -348	-10%	-$44.7K	0.06%	101
2024 Q4	$427K	Hold	3,365	–	–	0.07%	97
2024 Q3	$395K	Sell	3,365 -200	-6%	-$22.4K	0.07%	97
2024 Q2	$393K	Sell	3,565 -15	-0.4%	-$1.65K	0.08%	94
2024 Q1	$409K	Sell	3,580 -140	-4%	-$15.1K	0.08%	88
2023 Q4	$389K	Buy	3,720 +590	+19%	+$55.9K	0.09%	92
2023 Q3	$286K	Buy	3,130 +50	+2%	+$4.78K	0.07%	102
2023 Q2	$298K	Sell	3,080 -140	-4%	-$12.8K	0.07%	99
2023 Q1	$293K	Sell	3,220 -590	-15%	-$52.7K	0.07%	97
2022 Q4	$355K	Sell	3,810 -140	-4%	-$11.8K	0.1%	89
2022 Q3	$310K	Buy	3,950 +300	+8%	+$25.8K	0.09%	90
2022 Q2	$289K	Buy	3,650 +150	+4%	+$13.1K	0.08%	91
2022 Q1	$352K	Hold	3,500	–	–	0.09%	87
2021 Q4	$403K	Hold	3,500	–	–	0.1%	86
2021 Q3	$392K	Hold	3,500	–	–	0.11%	86
2021 Q2	$396K	Hold	3,500	–	–	0.11%	86
2021 Q1	$357K	Buy	3,500 +50	+1%	+$5.23K	0.11%	86
2020 Q4	$354K	Buy	3,450 +100	+3%	+$9.52K	0.11%	87
2020 Q3	$290K	Sell	3,350 -730	-18%	-$61.6K	0.1%	93
2020 Q2	$323K	Buy	+4,080	New	+$296K	0.12%	92
2019 Q4	–	Sell	-3,090	Closed	-$218K	–	132
2019 Q3	$218K	Hold	3,090	–	–	0.09%	124
2019 Q2	$220K	Hold	3,090	–	–	0.09%	122
2019 Q1	$210K	Buy	+3,090	New	+$198K	0.1%	114

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

White Lighthouse Investment Management's IWP Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.7% in Q2 2026, buying an estimated $20.3K and bringing the position to 2,704 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #118.

White Lighthouse Investment Management first reported a position in IWP in Q1 2019 and has held it in 28 quarters since. The position peaked at $474K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

White Lighthouse Investment Management held 2,704 shares of iShares Russell Mid-Cap Growth ETF worth $396K as of Q2 2026.
White Lighthouse Investment Management bought 147 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $20.3K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of White Lighthouse Investment Management's portfolio in Q2 2026, its #118 holding.
White Lighthouse Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 28 quarters since.
White Lighthouse Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $474K in Q4 2025.
1,215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.