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

Beaird Harris 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 		$16.1K Sell
110
-88
-44% -$12.1K ﹤0.01% 355
2026
Q1 		$25.4K Hold
198
– – ﹤0.01% 298
2025
Q4 		$27.1K Hold
198
– – ﹤0.01% 310
2025
Q3 		$28.2K Buy
198
+110
+125% +$15.5K ﹤0.01% 303
2025
Q2 		$12.2K Buy
+88
New +$11.1K ﹤0.01% 366
2024
Q3 		– Sell
-8
Closed -$883 – 624
2024
Q2 		$883 Buy
+8
New +$879 ﹤0.01% 601

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Beaird Harris Wealth Management's IWP Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 44% in Q2 2026, selling an estimated $12.1K and leaving 110 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Beaird Harris Wealth Management first reported a position in IWP in Q2 2024 and has held it in 6 quarters since. The position peaked at $28.2K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Beaird Harris Wealth Management held 110 shares of iShares Russell Mid-Cap Growth ETF worth $16.1K as of Q2 2026.
  • Beaird Harris Wealth Management sold 88 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.1K.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Beaird Harris Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • Beaird Harris Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $28.2K in Q3 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.