Brand Asset Management Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Brand Asset Management Group’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	$1.07M	Sell	7,303 -51	-0.7%	-$7.03K	0.24%	68
2026 Q1	$942K	Buy	+7,354	New	+$995K	0.25%	64
2021 Q2	–	Sell	-368	Closed	-$38K	–	166
2021 Q1	$38K	Hold	368	–	–	0.02%	150
2020 Q4	$38K	Hold	368	–	–	0.02%	140
2020 Q3	$32K	Hold	368	–	–	0.02%	150
2020 Q2	$29K	Hold	368	–	–	0.02%	153
2020 Q1	$22K	Hold	368	–	–	0.02%	163
2019 Q4	$28K	Hold	368	–	–	0.02%	175
2019 Q3	$26K	Hold	368	–	–	0.02%	181
2019 Q2	$26K	Hold	368	–	–	0.02%	181
2019 Q1	$25K	Buy	+368	New	+$23.6K	0.02%	168

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 22.9% 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

Brand Asset Management Group's IWP Position: Q2 2026 in Review

Brand Asset Management Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.69% in Q2 2026, selling an estimated $7.03K and leaving 7,303 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #68.

Brand Asset Management Group first reported a position in IWP in Q1 2019 and has held it in 11 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Brand Asset Management Group held 7,303 shares of iShares Russell Mid-Cap Growth ETF worth $1.07M as of Q2 2026.
Brand Asset Management Group sold 51 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $7.03K.
iShares Russell Mid-Cap Growth ETF made up 0.24% of Brand Asset Management Group's portfolio in Q2 2026, its #68 holding.
Brand Asset Management Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 11 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.