BIM
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Bridges Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bridges Investment Management’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
Q1 		$394K Hold
3,077
– – 0.01% 309
2025
Q4 		$421K Hold
3,077
– – 0.01% 311
2025
Q3 		$438K Hold
3,077
– – 0.01% 309
2025
Q2 		$427K Hold
3,077
– – 0.01% 307
2025
Q1 		$362K Hold
3,077
– – 0.01% 314
2024
Q4 		$390K Buy
3,077
+324
+12% +$41.2K 0.01% 313
2024
Q3 		$323K Buy
2,753
+336
+14% +$37.6K ﹤0.01% 340
2024
Q2 		$267K Buy
+2,417
New +$266K ﹤0.01% 356

Other funds holding IWP

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Envestnet Asset Management
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Wells Fargo
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FCAS
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return