Bradley Foster & Sargent’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bradley Foster & Sargent’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	$1.93M	Sell	13,169 -350	-3%	-$48.2K	0.03%	241
2026 Q1	$1.73M	Sell	13,519 -332	-2%	-$44.9K	0.03%	238
2025 Q4	$1.9M	Buy	13,851 +195	+1%	+$27.3K	0.03%	232
2025 Q3	$1.94M	Sell	13,656 -971	-7%	-$137K	0.03%	229
2025 Q2	$2.03M	Buy	14,627 +3,381	+30%	+$428K	0.03%	216
2025 Q1	$1.32M	Hold	11,246	–	–	0.02%	244
2024 Q4	$1.43M	Buy	11,246 +382	+4%	+$48.6K	0.02%	243
2024 Q3	$1.27M	Sell	10,864 -108	-1%	-$12.1K	0.02%	256
2024 Q2	$1.21M	Buy	10,972 +930	+9%	+$102K	0.02%	253
2024 Q1	$1.15M	Hold	10,042	–	–	0.02%	261
2023 Q4	$1.05M	Buy	10,042 +343	+4%	+$32.5K	0.02%	269
2023 Q3	$937K	Hold	9,699	–	–	0.02%	271
2023 Q2	$937K	Buy	9,699 +5,627	+138%	+$513K	0.02%	271
2023 Q1	$371K	Sell	4,072 -75	-2%	-$6.69K	0.01%	357
2022 Q4	$347K	Sell	4,147 -366	-8%	-$30.8K	0.01%	361
2022 Q3	$354K	Hold	4,513	–	–	0.01%	349
2022 Q2	$358K	Sell	4,513 -231	-5%	-$20.1K	0.01%	360
2022 Q1	$477K	Buy	4,744 +1,570	+49%	+$156K	0.01%	351
2021 Q4	$366K	Buy	+3,174	New	+$370K	0.01%	366
2018 Q3	–	Sell	-3,958	Closed	-$251K	–	374
2018 Q2	$251K	Hold	3,958	–	–	0.01%	341
2018 Q1	$243K	Buy	+3,958	New	+$247K	0.01%	329

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

Bradley Foster & Sargent's IWP Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.6% in Q2 2026, selling an estimated $48.2K and leaving 13,169 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #241.

Bradley Foster & Sargent first reported a position in IWP in Q1 2018 and has held it in 21 quarters since. The position peaked at $2.03M in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Bradley Foster & Sargent held 13,169 shares of iShares Russell Mid-Cap Growth ETF worth $1.93M as of Q2 2026.
Bradley Foster & Sargent sold 350 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $48.2K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Bradley Foster & Sargent's portfolio in Q2 2026, its #241 holding.
Bradley Foster & Sargent first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 21 quarters since.
Bradley Foster & Sargent's iShares Russell Mid-Cap Growth ETF position peaked at $2.03M in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.