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

Bessemer Group’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	$6.62M	Sell	45,212 -149	-0.3%	-$20.5K	0.01%	497
2026 Q1	$5.81M	Hold	45,361	–	–	0.01%	439
2025 Q4	$6.21M	Sell	45,361 -1,012	-2%	-$141K	0.01%	378
2025 Q3	$6.6M	Sell	46,373 -1,350	-3%	-$191K	0.01%	335
2025 Q2	$6.62M	Buy	47,723 +401	+0.8%	+$50.7K	0.01%	333
2025 Q1	$5.56M	Sell	47,322 -1,384	-3%	-$178K	0.01%	344
2024 Q4	$6.17M	Buy	48,706 +15,746	+48%	+$2M	0.01%	374
2024 Q3	$3.87M	Buy	32,960 +4,455	+16%	+$498K	0.01%	492
2024 Q2	$3.15M	Sell	28,505 -4	-0%	-$439	0.01%	432
2024 Q1	$3.25M	Sell	28,509 -93	-0.3%	-$10.1K	0.01%	441
2023 Q4	$2.99M	Sell	28,602 -2,750	-9%	-$261K	0.01%	422
2023 Q3	$2.86M	Buy	31,352 +1,824	+6%	+$174K	0.01%	418
2023 Q2	$2.85M	Hold	29,528	–	–	0.01%	428
2023 Q1	$2.69M	Hold	29,528	–	–	0.01%	414
2022 Q4	$2.47M	Hold	29,528	–	–	0.01%	423
2022 Q3	$2.32M	Hold	29,528	–	–	0.01%	418
2022 Q2	$2.34M	Sell	29,528 -179	-0.6%	-$15.6K	0.01%	415
2022 Q1	$2.98M	Sell	29,707 -163	-0.5%	-$16.2K	0.01%	293
2021 Q4	$3.44M	Sell	29,870 -240,130	-89%	-$28M	0.01%	276
2021 Q3	$30.3M	Hold	270,000	–	–	0.06%	187
2021 Q2	$30.6M	Sell	270,000 -116	-0%	-$12.4K	0.07%	195
2021 Q1	$27.6M	Hold	270,116	–	–	0.07%	194
2020 Q4	$27.7M	Sell	270,116 -764,006	-74%	-$72.7M	0.07%	185
2020 Q3	$89.4M	Sell	1,034,122 -2,672	-0.3%	-$226K	0.26%	107
2020 Q2	$82M	Buy	1,036,794 +1,003,312	+2,997%	+$72.8M	0.26%	103
2020 Q1	$2.04M	Sell	33,482 -2,176	-6%	-$159K	0.01%	437
2019 Q4	$2.72M	Sell	35,658 -68	-0.2%	-$4.99K	0.01%	485
2019 Q3	$2.52M	Buy	35,726 +3,556	+11%	+$256K	0.01%	453
2019 Q2	$2.29M	Sell	32,170 -212	-0.7%	-$14.7K	0.01%	489
2019 Q1	$2.2M	Buy	32,382 +968	+3%	+$62.1K	0.01%	431
2018 Q4	$1.79M	Buy	31,414 +2,176	+7%	+$132K	0.01%	417
2018 Q3	$1.98M	Hold	29,238	–	–	0.01%	414
2018 Q2	$1.85M	Buy	29,238 +18,000	+160%	+$1.13M	0.01%	420
2018 Q1	$691K	Buy	11,238 +798	+8%	+$49.8K	﹤0.01%	681
2017 Q4	$630K	Hold	10,440	–	–	﹤0.01%	742
2017 Q3	$591K	Hold	10,440	–	–	﹤0.01%	802
2017 Q2	$564K	Sell	10,440 -152	-1%	-$8.09K	﹤0.01%	825
2017 Q1	$550K	Hold	10,592	–	–	﹤0.01%	868
2016 Q4	$515K	Buy	10,592 +152	+1%	+$7.33K	﹤0.01%	881
2016 Q3	$508K	Hold	10,440	–	–	﹤0.01%	778
2016 Q2	$488K	Hold	10,440	–	–	﹤0.01%	553
2016 Q1	$481K	Sell	10,440 -1,260	-11%	-$54.4K	﹤0.01%	566
2015 Q4	$538K	Sell	11,700 -4,440	-28%	-$206K	﹤0.01%	612
2015 Q3	$716K	Buy	16,140 +5,700	+55%	+$270K	﹤0.01%	613
2015 Q2	$506K	Hold	10,440	–	–	﹤0.01%	642
2015 Q1	$511K	Hold	10,440	–	–	﹤0.01%	612
2014 Q4	$487K	Hold	10,440	–	–	﹤0.01%	595
2014 Q3	$461K	Hold	10,440	–	–	﹤0.01%	593
2014 Q2	$468K	Hold	10,440	–	–	﹤0.01%	584
2014 Q1	$448K	Hold	10,440	–	–	﹤0.01%	560
2013 Q4	$440K	Hold	10,440	–	–	﹤0.01%	562
2013 Q3	$408K	Hold	10,440	–	–	﹤0.01%	583
2013 Q2	$375K	Buy	+10,440	New	+$373K	﹤0.01%	508

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

Bessemer Group's IWP Position: Q2 2026 in Review

Bessemer Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.33% in Q2 2026, selling an estimated $20.5K and leaving 45,212 shares worth $6.62M. The position accounts for 0.01% of the portfolio, ranked #497.

Bessemer Group first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. The position peaked at $89.4M in Q3 2020. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Bessemer Group held 45,212 shares of iShares Russell Mid-Cap Growth ETF worth $6.62M as of Q2 2026.
Bessemer Group sold 149 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $20.5K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Bessemer Group's portfolio in Q2 2026, its #497 holding.
Bessemer Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
Bessemer Group's iShares Russell Mid-Cap Growth ETF position peaked at $89.4M in Q3 2020.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.