Badgley Phelps Wealth Managers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Badgley Phelps Wealth Managers’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	$36.7M	Buy	250,932 +3,882	+2%	+$535K	0.64%	42
2026 Q1	$31.7M	Buy	247,050 +6,731	+3%	+$911K	0.63%	41
2025 Q4	$32.9M	Buy	240,319 +3,700	+2%	+$517K	0.6%	41
2025 Q3	$33.7M	Buy	236,619 +1,561	+0.7%	+$221K	0.71%	36
2025 Q2	$32.6M	Buy	235,058 +2,674	+1%	+$338K	0.72%	38
2025 Q1	$27.3M	Buy	232,384 +4,898	+2%	+$630K	0.66%	42
2024 Q4	$28.8M	Buy	227,486 +1,528	+0.7%	+$194K	0.67%	41
2024 Q3	$26.5M	Buy	225,958 +1,415	+0.6%	+$158K	0.62%	47
2024 Q2	$24.8M	Buy	224,543 +24	+0%	+$2.64K	0.61%	46
2024 Q1	$25.6M	Buy	224,519 +2,470	+1%	+$267K	0.64%	47
2023 Q4	$23.2M	Buy	222,049 +16,951	+8%	+$1.61M	0.63%	51
2023 Q3	$18.7M	Buy	205,098 +4,588	+2%	+$439K	0.64%	54
2023 Q2	$19.4M	Buy	200,510 +1,737	+0.9%	+$158K	0.64%	52
2023 Q1	$18.1M	Buy	198,773 +2,971	+2%	+$265K	0.67%	50
2022 Q4	$16.4M	Buy	195,802 +572	+0.3%	+$48.1K	0.66%	52
2022 Q3	$15.3M	Buy	195,230 +3,795	+2%	+$327K	0.66%	54
2022 Q2	$15.2M	Sell	191,435 -3,425	-2%	-$298K	0.62%	57
2022 Q1	$19.6M	Buy	194,860 +1,688	+0.9%	+$168K	0.68%	49
2021 Q4	$22.3M	Buy	193,172 +6,105	+3%	+$712K	0.72%	48
2021 Q3	$21M	Buy	+187,067	New	+$21.5M	0.76%	42

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

Badgley Phelps Wealth Managers's IWP Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q2 2026, buying an estimated $535K and bringing the position to 250,932 shares worth $36.7M. The position accounts for 0.64% of the portfolio, ranked #42.

Badgley Phelps Wealth Managers first reported a position in IWP in Q3 2021 and has held it in 20 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Badgley Phelps Wealth Managers held 250,932 shares of iShares Russell Mid-Cap Growth ETF worth $36.7M as of Q2 2026.
Badgley Phelps Wealth Managers bought 3,882 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $535K.
iShares Russell Mid-Cap Growth ETF made up 0.64% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #42 holding.
Badgley Phelps Wealth Managers first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.