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

BFSG LLC’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	$5.86K	Hold	40	–	–	﹤0.01%	613
2026 Q1	$5.13K	Sell	40 -30	-43%	-$4.06K	﹤0.01%	616
2025 Q4	$9.59K	Hold	70	–	–	﹤0.01%	550
2025 Q3	$9.97K	Sell	70 -30	-30%	-$4.24K	﹤0.01%	541
2025 Q2	$13.9K	Hold	100	–	–	﹤0.01%	487
2025 Q1	$11.7K	Buy	+100	New	+$12.9K	﹤0.01%	485

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

BFSG LLC's IWP Position: Q2 2026 in Review

BFSG LLC held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 40 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

BFSG LLC first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.9K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

BFSG LLC held 40 shares of iShares Russell Mid-Cap Growth ETF worth $5.86K as of Q2 2026.
BFSG LLC left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #613 holding.
BFSG LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
BFSG LLC's iShares Russell Mid-Cap Growth ETF position peaked at $13.9K in Q2 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.