Bedel Financial Consulting’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bedel Financial Consulting’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	$1.07M	Buy	7,276 +87	+1%	+$12K	0.1%	106
2026 Q1	$921K	Sell	7,189 -202	-3%	-$27.3K	0.1%	111
2025 Q4	$1.01M	Buy	7,391 +108	+1%	+$15.1K	0.11%	103
2025 Q3	$1.04M	Buy	7,283 +86	+1%	+$12.2K	0.13%	95
2025 Q2	$998K	Sell	7,197 -72	-1%	-$9.11K	0.14%	92
2025 Q1	$895K	Buy	7,269 +277	+4%	+$35.6K	0.13%	95
2024 Q4	$959K	Buy	6,992 +128	+2%	+$16.3K	0.13%	91
2024 Q3	$805K	Sell	6,864 -740	-10%	-$82.7K	0.11%	98
2024 Q2	$839K	Sell	7,604 -13	-0.2%	-$1.43K	0.12%	90
2024 Q1	$869K	Buy	7,617 +77	+1%	+$8.33K	0.14%	85
2023 Q4	$788K	Buy	7,540 +704	+10%	+$66.7K	0.14%	87
2023 Q3	$624K	Buy	6,836 +850	+14%	+$81.3K	0.13%	99
2023 Q2	$578K	Buy	5,986 +33	+0.6%	+$3.01K	0.12%	106
2023 Q1	$542K	Buy	5,953 +425	+8%	+$37.9K	0.13%	105
2022 Q4	$462K	Buy	5,528 +94	+2%	+$7.91K	0.11%	117
2022 Q3	$449K	Sell	5,434 -2,487	-31%	-$214K	0.12%	119
2022 Q2	$628K	Buy	7,921 +2,362	+42%	+$206K	0.18%	74
2022 Q1	$559K	Buy	5,559 +6	+0.1%	+$598	0.18%	79
2021 Q4	$640K	Buy	5,553 +9	+0.2%	+$1.05K	0.2%	74
2021 Q3	$621K	Hold	5,544	–	–	0.21%	71
2021 Q2	$628K	Buy	5,544 +5	+0.1%	+$534	0.22%	67
2021 Q1	$565K	Buy	5,539 +4,675	+541%	+$489K	0.22%	72
2020 Q4	$89K	Hold	864	–	–	0.04%	242
2020 Q3	$75K	Hold	864	–	–	0.04%	247
2020 Q2	$68K	Hold	864	–	–	0.04%	248
2020 Q1	$53K	Buy	864 +312	+57%	+$22.7K	0.04%	257
2019 Q4	$42K	Hold	552	–	–	0.02%	308
2019 Q3	$39K	Hold	552	–	–	0.02%	308
2019 Q2	$39K	Buy	552 +116	+27%	+$8.07K	0.02%	308
2019 Q1	$30K	Hold	436	–	–	0.02%	342
2018 Q4	$25K	Buy	+436	New	+$26.5K	0.02%	338

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

Bedel Financial Consulting's IWP Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.2% in Q2 2026, buying an estimated $12K and bringing the position to 7,276 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #106.

Bedel Financial Consulting first reported a position in IWP in Q4 2018 and has held it in 31 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Bedel Financial Consulting held 7,276 shares of iShares Russell Mid-Cap Growth ETF worth $1.07M as of Q2 2026.
Bedel Financial Consulting bought 87 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $12K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Bedel Financial Consulting's portfolio in Q2 2026, its #106 holding.
Bedel Financial Consulting first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.