Becker Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Becker Capital 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	$3.73M	Buy	25,465 +264	+1%	+$36.4K	0.1%	114
2026 Q1	$3.23M	Hold	25,201	–	–	0.09%	113
2025 Q4	$3.45M	Hold	25,201	–	–	0.1%	114
2025 Q3	$3.59M	Buy	25,201 +1	+0%	+$141	0.1%	115
2025 Q2	$3.49M	Hold	25,200	–	–	0.11%	114
2025 Q1	$2.96M	Buy	25,200 +1	+0%	+$129	0.1%	123
2024 Q4	$3.19M	Sell	25,199 -133	-0.5%	-$16.9K	0.1%	118
2024 Q3	$2.97M	Buy	25,332 +134	+0.5%	+$15K	0.1%	124
2024 Q2	$2.78M	Buy	25,198 +1	+0%	+$110	0.1%	120
2024 Q1	$2.88M	Hold	25,197	–	–	0.1%	118
2023 Q4	$2.63M	Sell	25,197 -19	-0.1%	-$1.8K	0.09%	117
2023 Q3	$2.31M	Buy	25,216 +552	+2%	+$52.8K	0.09%	121
2023 Q2	$2.38M	Hold	24,664	–	–	0.09%	119
2023 Q1	$2.25M	Buy	+24,664	New	+$2.2M	0.09%	122

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

Becker Capital Management's IWP Position: Q2 2026 in Review

Becker Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1% in Q2 2026, buying an estimated $36.4K and bringing the position to 25,465 shares worth $3.73M. The position accounts for 0.1% of the portfolio, ranked #114.

Becker Capital Management first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Becker Capital Management held 25,465 shares of iShares Russell Mid-Cap Growth ETF worth $3.73M as of Q2 2026.
Becker Capital Management bought 264 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $36.4K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Becker Capital Management's portfolio in Q2 2026, its #114 holding.
Becker Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.