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IWP icon

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

Baring Financial’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 		$367K Buy
2,503
+1
+0% +$138 0.2% 59
2026
Q1 		$321K Hold
2,502
– – 0.2% 65
2025
Q4 		$343K Sell
2,502
-306
-11% -$42.8K 0.21% 61
2025
Q3 		$400K Sell
2,808
-58
-2% -$8.2K 0.27% 54
2025
Q2 		$397K Sell
2,866
-1
-0% -$127 0.3% 52
2025
Q1 		$337K Sell
2,867
-515
-15% -$66.2K 0.28% 52
2024
Q4 		$429K Buy
+3,382
New +$430K 0.38% 48

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Baring Financial's IWP Position: Q2 2026 in Review

Baring Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.04% in Q2 2026, buying an estimated $138 and bringing the position to 2,503 shares worth $367K. The position accounts for 0.2% of the portfolio, ranked #59.

Baring Financial first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $429K in Q4 2024. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Baring Financial held 2,503 shares of iShares Russell Mid-Cap Growth ETF worth $367K as of Q2 2026.
  • Baring Financial bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
  • iShares Russell Mid-Cap Growth ETF made up 0.2% of Baring Financial's portfolio in Q2 2026, its #59 holding.
  • Baring Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Baring Financial's iShares Russell Mid-Cap Growth ETF position peaked at $429K in Q4 2024.
  • 412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.