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

Bleakley Financial 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	$2.76M	Buy	18,825 +2,378	+14%	+$328K	0.04%	396
2026 Q1	$2.11M	Sell	16,447 -6,926	-30%	-$937K	0.03%	378
2025 Q4	$3.2M	Buy	23,373 +1,707	+8%	+$239K	0.06%	268
2025 Q3	$3.09M	Sell	21,666 -1,005	-4%	-$142K	0.07%	225
2025 Q2	$3.14M	Buy	22,671 +3,075	+16%	+$389K	0.08%	216
2025 Q1	$2.3M	Sell	19,596 -5,288	-21%	-$680K	0.07%	219
2024 Q4	$3.15M	Buy	24,884 +257	+1%	+$32.7K	0.09%	179
2024 Q3	$2.89M	Sell	24,627 -1,606	-6%	-$180K	0.09%	191
2024 Q2	$2.89M	Buy	26,233 +306	+1%	+$33.6K	0.08%	218
2024 Q1	$2.96M	Sell	25,927 -836	-3%	-$90.4K	0.09%	222
2023 Q4	$2.8M	Buy	26,763 +12,660	+90%	+$1.2M	0.09%	213
2023 Q3	$1.29M	Buy	14,103 +474	+3%	+$45.3K	0.05%	337
2023 Q2	$1.32M	Sell	13,629 -1,915	-12%	-$175K	0.04%	345
2023 Q1	$1.42M	Sell	15,544 -2,856	-16%	-$255K	0.05%	321
2022 Q4	$1.54M	Buy	+18,400	New	+$1.55M	0.06%	306

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

Bleakley Financial Group's IWP Position: Q2 2026 in Review

Bleakley Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 14% in Q2 2026, buying an estimated $328K and bringing the position to 18,825 shares worth $2.76M. The position accounts for 0.04% of the portfolio, ranked #396.

Bleakley Financial Group first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.2M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Bleakley Financial Group held 18,825 shares of iShares Russell Mid-Cap Growth ETF worth $2.76M as of Q2 2026.
Bleakley Financial Group bought 2,378 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $328K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #396 holding.
Bleakley Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Bleakley Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $3.2M in Q4 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.