Belpointe Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.42M | Sell |
9,677
-345
| -3% | -$47.6K | 0.05% | 380 |
|
|
2026
Q1 | $1.28M | Sell |
10,022
-87
| -0.9% | -$11.8K | 0.05% | 363 |
|
|
2025
Q4 | $1.38M | Sell |
10,109
-226
| -2% | -$31.6K | 0.05% | 324 |
|
|
2025
Q3 | $1.47M | Sell |
10,335
-278
| -3% | -$39.3K | 0.06% | 294 |
|
|
2025
Q2 | $1.47M | Buy |
10,613
+82
| +0.8% | +$10.4K | 0.06% | 256 |
|
|
2025
Q1 | $1.24M | Buy |
10,531
+4,027
| +62% | +$518K | 0.06% | 285 |
|
|
2024
Q4 | $740K | Buy |
6,504
+910
| +16% | +$116K | 0.04% | 407 |
|
|
2024
Q3 | $656K | Buy |
5,594
+825
| +17% | +$92.2K | 0.04% | 429 |
|
|
2024
Q2 | $526K | Sell |
4,769
-2,874
| -38% | -$316K | 0.04% | 447 |
|
|
2024
Q1 | $872K | Buy |
7,643
+4,292
| +128% | +$464K | 0.07% | 304 |
|
|
2023
Q4 | $350K | Buy |
+3,351
| New | +$318K | 0.03% | 474 |
|
|
2023
Q3 | – | Sell |
-2,781
| Closed | -$269K | – | 689 |
|
|
2023
Q2 | $269K | Sell |
2,781
-4,485
| -62% | -$409K | 0.03% | 494 |
|
|
2023
Q1 | $662K | Sell |
7,266
-471
| -6% | -$42K | 0.04% | 448 |
|
|
2022
Q4 | $647K | Sell |
7,737
-50
| -0.6% | -$4.21K | 0.04% | 436 |
|
|
2022
Q3 | $610K | Buy |
7,787
+153
| +2% | +$13.2K | 0.04% | 437 |
|
|
2022
Q2 | $605K | Sell |
7,634
-1,540
| -17% | -$134K | 0.04% | 418 |
|
|
2022
Q1 | $922K | Sell |
9,174
-119
| -1% | -$11.9K | 0.06% | 361 |
|
|
2021
Q4 | $1.07M | Buy |
9,293
+2,060
| +28% | +$240K | 0.07% | 298 |
|
|
2021
Q3 | $810K | Buy |
7,233
+73
| +1% | +$8.4K | 0.06% | 364 |
|
|
2021
Q2 | $810K | Buy |
7,160
+379
| +6% | +$40.5K | 0.06% | 346 |
|
|
2021
Q1 | $692K | Buy |
6,781
+732
| +12% | +$76.5K | 0.06% | 331 |
|
|
2020
Q4 | $620K | Buy |
6,049
+569
| +10% | +$54.1K | 0.06% | 350 |
|
|
2020
Q3 | $474K | Buy |
5,480
+934
| +21% | +$78.8K | 0.05% | 339 |
|
|
2020
Q2 | $359K | Buy |
4,546
+196
| +5% | +$14.2K | 0.05% | 370 |
|
|
2020
Q1 | $264K | Sell |
4,350
-1,574
| -27% | -$115K | 0.05% | 373 |
|
|
2019
Q4 | $452K | Buy |
5,924
+986
| +20% | +$72.3K | 0.06% | 340 |
|
|
2019
Q3 | $349K | Sell |
4,938
-898
| -15% | -$64.5K | 0.06% | 366 |
|
|
2019
Q2 | $416K | Buy |
+5,836
| New | +$406K | 0.08% | 271 |
|
|
2019
Q1 | – | Sell |
-5,712
| Closed | -$325K | – | 503 |
|
|
2018
Q4 | $325K | Sell |
5,712
-1,740
| -23% | -$106K | 0.08% | 264 |
|
|
2018
Q3 | $505K | Buy |
+7,452
| New | +$495K | 0.08% | 259 |
|
|
2018
Q1 | – | Sell |
-55,900
| Closed | -$3.37M | – | 415 |
|
|
2017
Q4 | $3.37M | Buy |
55,900
+888
| +2% | +$52.2K | 0.74% | 18 |
|
|
2017
Q3 | $3.11M | Buy |
+55,012
| New | +$3.02M | 0.73% | 19 |
|
Other funds holding IWP
FCBT
CFB
FAC
ZBNA
SGAM
SI
RA
Belpointe Asset Management's IWP Position: Q2 2026 in Review
Belpointe Asset Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.4% in Q2 2026, selling an estimated $47.6K and leaving 9,677 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #380.
Belpointe Asset Management first reported a position in IWP in Q3 2017 and has held it in 32 quarters since. The position peaked at $3.37M in Q4 2017. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.
- Belpointe Asset Management held 9,677 shares of iShares Russell Mid-Cap Growth ETF worth $1.42M as of Q2 2026.
- Belpointe Asset Management sold 345 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $47.6K.
- iShares Russell Mid-Cap Growth ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #380 holding.
- Belpointe Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and has held it in 32 quarters since.
- Belpointe Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $3.37M in Q4 2017.
- 591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.