Bare Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bare Financial Services’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	$133K	Hold	910	–	–	0.03%	62
2026 Q1	$117K	Hold	910	–	–	0.03%	57
2025 Q4	$125K	Hold	910	–	–	0.03%	56
2025 Q3	$130K	Hold	910	–	–	0.04%	51
2025 Q2	$126K	Hold	910	–	–	0.04%	48
2025 Q1	$107K	Hold	910	–	–	0.04%	47
2024 Q4	$115K	Sell	910 -185	-17%	-$23.5K	0.05%	44
2024 Q3	$128K	Hold	1,095	–	–	0.05%	45
2024 Q2	$122K	Sell	1,095 -8	-0.7%	-$879	0.06%	44
2024 Q1	$119K	Buy	+1,103	New	+$119K	0.11%	37

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

Bare Financial Services's IWP Position: Q2 2026 in Review

Bare Financial Services held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 910 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #62.

Bare Financial Services first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Bare Financial Services held 910 shares of iShares Russell Mid-Cap Growth ETF worth $133K as of Q2 2026.
Bare Financial Services left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Bare Financial Services's portfolio in Q2 2026, its #62 holding.
Bare Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.