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

BCGM 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	$393K	Hold	2,684	–	–	0.08%	131
2026 Q1	$344K	Hold	2,684	–	–	0.09%	135
2025 Q4	$368K	Hold	2,684	–	–	0.09%	128
2025 Q3	$382K	Buy	2,684 +84	+3%	+$11.9K	0.1%	125
2025 Q2	$361K	Hold	2,600	–	–	0.1%	120
2025 Q1	$305K	Hold	2,600	–	–	0.09%	131
2024 Q4	$330K	Hold	2,600	–	–	0.1%	123
2024 Q3	$305K	Sell	2,600 -675	-21%	-$75.5K	0.1%	130
2024 Q2	$361K	Hold	3,275	–	–	0.13%	112
2024 Q1	$374K	Hold	3,275	–	–	0.13%	105
2023 Q4	$342K	Buy	+3,275	New	+$310K	0.14%	99

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

BCGM Wealth Management's IWP Position: Q2 2026 in Review

BCGM Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,684 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #131.

BCGM Wealth Management first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

BCGM Wealth Management held 2,684 shares of iShares Russell Mid-Cap Growth ETF worth $393K as of Q2 2026.
BCGM Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.08% of BCGM Wealth Management's portfolio in Q2 2026, its #131 holding.
BCGM Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.