Beam Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Beam Wealth Advisors’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	$4.07M	Buy	27,769 +927	+3%	+$128K	0.9%	26
2026 Q1	$3.44M	Buy	26,842 +4,817	+22%	+$652K	0.86%	28
2025 Q4	$3.02M	Sell	22,025 -680	-3%	-$95K	0.83%	34
2025 Q3	$3.23M	Sell	22,705 -137	-0.6%	-$19.4K	0.88%	31
2025 Q2	$3.17M	Buy	22,842 +903	+4%	+$114K	0.94%	25
2025 Q1	$2.58M	Sell	21,939 -776	-3%	-$99.8K	0.87%	31
2024 Q4	$2.88M	Sell	22,715 -515	-2%	-$65.5K	0.91%	31
2024 Q3	$2.72M	Buy	23,230 +1,054	+5%	+$118K	0.83%	29
2024 Q2	$2.45M	Sell	22,176 -558	-2%	-$61.3K	0.81%	30
2024 Q1	$2.59M	Sell	22,734 -32	-0.1%	-$3.46K	1.56%	19
2023 Q4	$2.38M	Buy	22,766 +2,295	+11%	+$218K	1.51%	19
2023 Q3	$1.87M	Buy	20,471 +2,864	+16%	+$274K	1.33%	20
2023 Q2	$1.7M	Buy	17,607 +14,595	+485%	+$1.33M	1.18%	23
2023 Q1	$274K	Sell	3,012 -129	-4%	-$11.5K	0.28%	78
2022 Q4	$263K	Buy	+3,141	New	+$264K	0.27%	79

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

Beam Wealth Advisors's IWP Position: Q2 2026 in Review

Beam Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.5% in Q2 2026, buying an estimated $128K and bringing the position to 27,769 shares worth $4.07M. The position accounts for 0.9% of the portfolio, ranked #26.

Beam Wealth Advisors first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Beam Wealth Advisors held 27,769 shares of iShares Russell Mid-Cap Growth ETF worth $4.07M as of Q2 2026.
Beam Wealth Advisors bought 927 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $128K.
iShares Russell Mid-Cap Growth ETF made up 0.9% of Beam Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Beam Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.