Bond & Devick Financial Network’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bond & Devick Financial Network’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	$221K	Buy	+1,510	New	+$208K	0.05%	193
2026 Q1	–	Sell	-1,510	Closed	-$207K	–	193
2025 Q4	$207K	Sell	1,510 -50	-3%	-$6.99K	0.06%	174
2025 Q3	$222K	Hold	1,560	–	–	0.07%	166
2025 Q2	$216K	Buy	+1,560	New	+$197K	0.07%	163

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

Bond & Devick Financial Network's IWP Position: Q2 2026 in Review

Bond & Devick Financial Network opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,510 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #193 among its holdings. This is a return to the name: Bond & Devick Financial Network previously reported a position in IWP as recently as Q4 2025.

Bond & Devick Financial Network first reported a position in IWP in Q2 2025 and has held it in 4 quarters since. The position peaked at $222K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Bond & Devick Financial Network held 1,510 shares of iShares Russell Mid-Cap Growth ETF worth $221K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Bond & Devick Financial Network position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Bond & Devick Financial Network's portfolio in Q2 2026, its #193 holding.
Bond & Devick Financial Network first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
Bond & Devick Financial Network's iShares Russell Mid-Cap Growth ETF position peaked at $222K in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.