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Bensler’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bensler’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 		$744K Buy
5,085
+17
+0.3% +$2.34K 0.07% 113
2026
Q1 		$649K Hold
5,068
– – 0.07% 106
2025
Q4 		$694K Sell
5,068
-1,744
-26% -$244K 0.07% 104
2025
Q3 		$970K Buy
6,812
+2
+0% +$283 0.1% 93
2025
Q2 		$944K Buy
6,810
+2
+0% +$253 0.11% 91
2025
Q1 		$800K Buy
6,808
+1
+0% +$129 0.1% 93
2024
Q4 		$863K Buy
6,807
+2
+0% +$254 0.1% 94
2024
Q3 		$798K Buy
6,805
+3
+0% +$335 0.1% 92
2024
Q2 		$751K Buy
6,802
+2
+0% +$220 0.1% 94
2024
Q1 		$776K Sell
6,800
-799
-11% -$86.4K 0.11% 92
2023
Q4 		$794K Sell
7,599
-223
-3% -$21.1K 0.13% 95
2023
Q3 		$715K Sell
7,822
-400
-5% -$38.2K 0.14% 94
2023
Q2 		$794K Buy
8,222
+1
+0% +$91 0.15% 96
2023
Q1 		$749K Buy
8,221
+2
+0% +$178 0.15% 96
2022
Q4 		$687K Buy
8,219
+3
+0% +$252 0.15% 96
2022
Q3 		$644K Buy
8,216
+18
+0.2% +$1.55K 0.15% 96
2022
Q2 		$649K Buy
8,198
+12
+0.1% +$1.04K 0.15% 93
2022
Q1 		$823K Buy
+8,186
New +$815K 0.17% 91

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bensler's IWP Position: Q2 2026 in Review

Bensler increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.34% in Q2 2026, buying an estimated $2.34K and bringing the position to 5,085 shares worth $744K. The position accounts for 0.07% of the portfolio, ranked #113.

Bensler first reported a position in IWP in Q1 2022 and has held it in 18 quarters since. The position peaked at $970K in Q3 2025. 450 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Bensler held 5,085 shares of iShares Russell Mid-Cap Growth ETF worth $744K as of Q2 2026.
  • Bensler bought 17 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.34K.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of Bensler's portfolio in Q2 2026, its #113 holding.
  • Bensler first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Bensler's iShares Russell Mid-Cap Growth ETF position peaked at $970K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.