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 Q2	$424K	Sell	2,898 -179	-6%	-$24.7K	0.01%	324
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

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

Bridges Investment Management's IWP Position: Q2 2026 in Review

Bridges Investment Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.8% in Q2 2026, selling an estimated $24.7K and leaving 2,898 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #324.

Bridges Investment Management first reported a position in IWP in Q2 2024 and has held it in 9 quarters since. The position peaked at $438K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Bridges Investment Management held 2,898 shares of iShares Russell Mid-Cap Growth ETF worth $424K as of Q2 2026.
Bridges Investment Management sold 179 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $24.7K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #324 holding.
Bridges Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Bridges Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $438K in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.