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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM