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

Brady Martz Wealth Solutions’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	$4.25M	Sell	29,039 -175	-0.6%	-$24.1K	0.64%	32
2026 Q1	$3.74M	Sell	29,214 -8,486	-23%	-$1.15M	0.64%	33
2025 Q4	$5.16M	Buy	37,700 +16	+0%	+$2.24K	0.91%	27
2025 Q3	$5.37M	Sell	37,684 -441	-1%	-$62.3K	0.97%	29
2025 Q2	$5.29M	Sell	38,125 -2,141	-5%	-$271K	1.02%	29
2025 Q1	$4.73M	Sell	40,266 -749	-2%	-$96.3K	1.07%	27
2024 Q4	$5.26M	Buy	+41,015	New	+$5.21M	1.27%	17

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 Martz Wealth Solutions's IWP Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.6% in Q2 2026, selling an estimated $24.1K and leaving 29,039 shares worth $4.25M. The position accounts for 0.64% of the portfolio, ranked #32.

Brady Martz Wealth Solutions first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.37M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Brady Martz Wealth Solutions held 29,039 shares of iShares Russell Mid-Cap Growth ETF worth $4.25M as of Q2 2026.
Brady Martz Wealth Solutions sold 175 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $24.1K.
iShares Russell Mid-Cap Growth ETF made up 0.64% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #32 holding.
Brady Martz Wealth Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's iShares Russell Mid-Cap Growth ETF position peaked at $5.37M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.