Brady Family Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Brady Family Wealth’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	$310K	Hold	2,115	–	–	0.09%	95
2026 Q1	$271K	Hold	2,115	–	–	0.08%	96
2025 Q4	$290K	Hold	2,115	–	–	0.09%	96
2025 Q3	$301K	Hold	2,115	–	–	0.09%	95
2025 Q2	$293K	Hold	2,115	–	–	0.09%	99
2025 Q1	$248K	Hold	2,115	–	–	0.08%	104
2024 Q4	$268K	Hold	2,115	–	–	0.08%	101
2024 Q3	$248K	Hold	2,115	–	–	0.07%	113
2024 Q2	$233K	Hold	2,115	–	–	0.08%	107
2024 Q1	$241K	Hold	2,115	–	–	0.08%	111
2023 Q4	$221K	Buy	+2,115	New	+$200K	0.08%	112
2023 Q3	–	Sell	-2,115	Closed	-$204K	–	115
2023 Q2	$204K	Buy	+2,115	New	+$193K	0.08%	113

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

Brady Family Wealth's IWP Position: Q2 2026 in Review

Brady Family Wealth held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,115 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #95.

Brady Family Wealth first reported a position in IWP in Q2 2023 and has held it in 12 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Brady Family Wealth held 2,115 shares of iShares Russell Mid-Cap Growth ETF worth $310K as of Q2 2026.
Brady Family Wealth left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.09% of Brady Family Wealth's portfolio in Q2 2026, its #95 holding.
Brady Family Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.