BHK Investment Advisors’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
Q1 | $1.19M | Sell |
9,301
-50
| -0.5% | -$6.77K | 0.4% | 31 |
|
|
2025
Q4 | $1.28M | Buy |
9,351
+96
| +1% | +$13.4K | 0.42% | 31 |
|
|
2025
Q3 | $1.32M | Hold |
9,255
| – | – | 0.49% | 25 |
|
|
2025
Q2 | $1.28M | Buy |
9,255
+200
| +2% | +$25.3K | 0.5% | 25 |
|
|
2025
Q1 | $1.06M | Sell |
9,055
-499
| -5% | -$64.1K | 0.45% | 26 |
|
|
2024
Q4 | $1.21M | Sell |
9,554
-150
| -2% | -$19.1K | 0.45% | 27 |
|
|
2024
Q3 | $1.14M | Sell |
9,704
-199
| -2% | -$22.3K | 0.42% | 28 |
|
|
2024
Q2 | $1.09M | Sell |
9,903
-50
| -0.5% | -$5.49K | 0.43% | 29 |
|
|
2024
Q1 | $1.14M | Buy |
9,953
+2,017
| +25% | +$218K | 0.44% | 29 |
|
|
2023
Q4 | $829K | Sell |
7,936
-664
| -8% | -$62.9K | 0.48% | 23 |
|
|
2023
Q3 | $786K | Sell |
8,600
-2,100
| -20% | -$201K | 0.36% | 29 |
|
|
2023
Q2 | $1.03M | Sell |
10,700
-200
| -2% | -$18.2K | 0.44% | 26 |
|
|
2023
Q1 | $992K | Buy |
10,900
+1,601
| +17% | +$143K | 0.43% | 26 |
|
|
2022
Q4 | $777K | Sell |
9,299
-1,939
| -17% | -$163K | 0.44% | 24 |
|
|
2022
Q3 | $881K | Sell |
11,238
-532
| -5% | -$45.8K | 0.44% | 27 |
|
|
2022
Q2 | $932K | Sell |
11,770
-449
| -4% | -$39.1K | 0.42% | 26 |
|
|
2022
Q1 | $1.23M | Sell |
12,219
-50
| -0.4% | -$4.98K | 0.51% | 24 |
|
|
2021
Q4 | $1.41M | Buy |
12,269
+1
| +0% | +$117 | 0.56% | 21 |
|
|
2021
Q3 | $1.38M | Sell |
12,268
-274
| -2% | -$31.5K | 0.57% | 21 |
|
|
2021
Q2 | $1.42M | Sell |
12,542
-1,400
| -10% | -$150K | 0.58% | 20 |
|
|
2021
Q1 | $1.43M | Hold |
13,942
| – | – | 0.66% | 19 |
|
|
2020
Q4 | $1.43M | Sell |
13,942
-900
| -6% | -$85.6K | 0.67% | 19 |
|
|
2020
Q3 | $1.28M | Sell |
14,842
-3,882
| -21% | -$328K | 0.72% | 19 |
|
|
2020
Q2 | $1.48M | Sell |
18,724
-50
| -0.3% | -$3.63K | 0.87% | 19 |
|
|
2020
Q1 | $1.14M | Sell |
18,774
-198
| -1% | -$14.4K | 0.81% | 19 |
|
|
2019
Q4 | $1.45M | Sell |
18,972
-98
| -0.5% | -$7.18K | 0.82% | 20 |
|
|
2019
Q3 | $1.35M | Buy |
19,070
+500
| +3% | +$35.9K | 0.78% | 25 |
|
|
2019
Q2 | $1.32M | Sell |
18,570
-348
| -2% | -$24.2K | 0.75% | 26 |
|
|
2019
Q1 | $1.28M | Sell |
18,918
-1,436
| -7% | -$92.2K | 0.78% | 25 |
|
|
2018
Q4 | $1.16M | Buy |
20,354
+1,004
| +5% | +$61.1K | 0.87% | 20 |
|
|
2018
Q3 | $1.31M | Buy |
19,350
+1,302
| +7% | +$86.6K | 0.88% | 20 |
|
|
2018
Q2 | $1.14M | Buy |
18,048
+3,274
| +22% | +$206K | 0.8% | 20 |
|
|
2018
Q1 | $908K | Buy |
14,774
+1,504
| +11% | +$93.9K | 0.67% | 20 |
|
|
2017
Q4 | $800K | Buy |
+13,270
| New | +$780K | 0.68% | 19 |
|
Other funds holding IWP
FCAS
BHK Investment Advisors's IWP Position: Q1 2026 in Review
BHK Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.53% in Q1 2026, selling an estimated $6.77K and leaving 9,301 shares worth $1.19M. The position accounts for 0.4% of the portfolio, ranked #31.
BHK Investment Advisors first reported a position in IWP in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.48M in Q2 2020. 1,174 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- BHK Investment Advisors held 9,301 shares of iShares Russell Mid-Cap Growth ETF worth $1.19M as of Q1 2026.
- BHK Investment Advisors sold 50 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $6.77K.
- iShares Russell Mid-Cap Growth ETF made up 0.4% of BHK Investment Advisors's portfolio in Q1 2026, its #31 holding.
- BHK Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
- BHK Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.48M in Q2 2020.
- 1,174 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.