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

Berman McAleer’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 		$616K Buy
4,207
+558
+15% +$76.9K 0.07% 92
2026
Q1 		$468K Hold
3,649
– – 0.06% 99
2025
Q4 		$500K Hold
3,649
– – 0.07% 97
2025
Q3 		$520K Buy
+3,649
New +$516K 0.07% 91

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Berman McAleer's IWP Position: Q2 2026 in Review

Berman McAleer increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 15% in Q2 2026, buying an estimated $76.9K and bringing the position to 4,207 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #92.

Berman McAleer first reported a position in IWP in Q3 2025 and has held it in 4 quarters since. 1,209 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Berman McAleer held 4,207 shares of iShares Russell Mid-Cap Growth ETF worth $616K as of Q2 2026.
  • Berman McAleer bought 558 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $76.9K.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of Berman McAleer's portfolio in Q2 2026, its #92 holding.
  • Berman McAleer first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.