Bar Harbor Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bar Harbor Wealth 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	$252K	Hold	1,720	–	–	0.01%	241
2026 Q1	$220K	Hold	1,720	–	–	0.01%	246
2025 Q4	$236K	Sell	1,720 -40	-2%	-$5.59K	0.01%	237
2025 Q3	$251K	Hold	1,760	–	–	0.02%	231
2025 Q2	$244K	Hold	1,760	–	–	0.02%	227
2025 Q1	$207K	Hold	1,760	–	–	0.01%	243
2024 Q4	$223K	Hold	1,760	–	–	0.01%	238
2024 Q3	$206K	Buy	+1,760	New	+$197K	0.01%	257

Other funds holding IWP

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Bar Harbor Wealth Management's IWP Position: Q2 2026 in Review

Bar Harbor Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,720 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #241.

Bar Harbor Wealth Management first reported a position in IWP in Q3 2024 and has held it in 8 quarters since. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Bar Harbor Wealth Management held 1,720 shares of iShares Russell Mid-Cap Growth ETF worth $252K as of Q2 2026.
Bar Harbor Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #241 holding.
Bar Harbor Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.