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

Beacon Financial Advisory’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
2025 Q2	–	Sell	-2,076	Closed	-$244K	–	360
2025 Q1	$244K	Buy	2,076 +28	+1%	+$3.6K	0.07%	284
2024 Q4	$260K	Buy	2,048 +2	+0.1%	+$254	0.08%	250
2024 Q3	$240K	Buy	2,046 +2	+0.1%	+$224	0.08%	255
2024 Q2	$226K	Buy	2,044 +51	+3%	+$5.6K	0.08%	255
2024 Q1	$227K	Buy	+1,993	New	+$216K	0.11%	217
2022 Q1	–	Sell	-1,753	Closed	-$202K	–	245
2021 Q4	$202K	Buy	+1,753	New	+$204K	0.09%	236
2021 Q1	–	Sell	-2,018	Closed	-$207K	–	229
2020 Q4	$207K	Sell	2,018 -1,160	-37%	-$110K	0.13%	188
2020 Q3	$274K	Buy	3,178 +412	+15%	+$34.8K	0.24%	133
2020 Q2	$218K	Buy	+2,766	New	+$201K	0.24%	122

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Financial Advisory's IWP Position: Q2 2025 in Review

Beacon Financial Advisory sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 2,076 shares — an estimated $244K sold.

Beacon Financial Advisory first reported a position in IWP in Q2 2020 and held it in 9 quarters. The position peaked at $274K in Q3 2020. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

Beacon Financial Advisory reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Beacon Financial Advisory sold 2,076 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $244K.
Beacon Financial Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and held it in 9 quarters.
Beacon Financial Advisory's iShares Russell Mid-Cap Growth ETF position peaked at $274K in Q3 2020.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Beacon Financial Advisory's 13F filing for Q2 2025, filed 22 Jul 2025.