WLIM
IWP icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

White Lighthouse Investment Management's IWP Position: Q1 2026 in Review

White Lighthouse Investment Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 26% in Q1 2026, selling an estimated $122K and leaving 2,557 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #120.

White Lighthouse Investment Management first reported a position in IWP in Q1 2019 and has held it in 27 quarters since. The position peaked at $474K in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • White Lighthouse Investment Management held 2,557 shares of iShares Russell Mid-Cap Growth ETF worth $328K as of Q1 2026.
  • White Lighthouse Investment Management sold 904 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $122K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of White Lighthouse Investment Management's portfolio in Q1 2026, its #120 holding.
  • White Lighthouse Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 27 quarters since.
  • White Lighthouse Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $474K in Q4 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.