Brighton Jones LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Brighton Jones LLC’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	$2.85M	Buy	+22,207	New	+$3.01M	0.06%	211
2025 Q4	–	Sell	-17,351	Closed	-$2.47M	–	510
2025 Q3	$2.47M	Sell	17,351 -710	-4%	-$100K	0.06%	185
2025 Q2	$2.5M	Buy	18,061 +357	+2%	+$45.2K	0.07%	167
2025 Q1	$2.08M	Sell	17,704 -1,580	-8%	-$203K	0.07%	166
2024 Q4	$2.44M	Sell	19,284 -4,518	-19%	-$574K	0.07%	145
2024 Q3	$2.79M	Buy	23,802 +661	+3%	+$73.9K	0.11%	104
2024 Q2	$2.55M	Sell	23,141 -613	-3%	-$67.3K	0.08%	120
2024 Q1	$2.71M	Sell	23,754 -362	-2%	-$39.2K	0.1%	110
2023 Q4	$2.52M	Sell	24,116 -3,635	-13%	-$345K	0.11%	107
2023 Q3	$2.54M	Sell	27,751 -422	-1%	-$40.3K	0.13%	94
2023 Q2	$2.72M	Sell	28,173 -31	-0.1%	-$2.83K	0.14%	93
2023 Q1	$2.57M	Buy	28,204 +88	+0.3%	+$7.85K	0.15%	88
2022 Q4	$2.35M	Sell	28,116 -3,526	-11%	-$297K	0.14%	90
2022 Q3	$2.48M	Sell	31,642 -1,090	-3%	-$93.8K	0.15%	75
2022 Q2	$2.59M	Buy	32,732 +909	+3%	+$79.2K	0.15%	76
2022 Q1	$3.2M	Sell	31,823 -994	-3%	-$99K	0.15%	71
2021 Q4	$3.78M	Sell	32,817 -1,982	-6%	-$231K	0.18%	59
2021 Q3	$3.9M	Buy	34,799 +548	+2%	+$63K	0.2%	55
2021 Q2	$3.88M	Sell	34,251 -1,182	-3%	-$126K	0.2%	51
2021 Q1	$3.62M	Buy	35,433 +476	+1%	+$49.8K	0.21%	50
2020 Q4	$3.59M	Buy	34,957 +125	+0.4%	+$11.9K	0.22%	46
2020 Q3	$3.01M	Buy	34,832 +2,198	+7%	+$186K	0.21%	43
2020 Q2	$2.58M	Sell	32,634 -1,222	-4%	-$88.6K	0.21%	45
2020 Q1	$2.06M	Sell	33,856 -1,630	-5%	-$119K	0.22%	44
2019 Q4	$2.71M	Buy	35,486 +12	+0%	+$880	0.29%	43
2019 Q3	$2.51M	Sell	35,474 -68	-0.2%	-$4.89K	0.29%	41
2019 Q2	$2.53M	Buy	35,542 +164	+0.5%	+$11.4K	0.3%	44
2019 Q1	$2.4M	Sell	35,378 -1,860	-5%	-$119K	0.29%	47
2018 Q4	$2.12M	Buy	37,238 +32	+0.1%	+$1.95K	0.31%	42
2018 Q3	$2.52M	Buy	37,206 +14	+0%	+$931	0.31%	38
2018 Q2	$2.36M	Buy	37,192 +4,734	+15%	+$298K	0.3%	36
2018 Q1	$2M	Buy	32,458 +1,360	+4%	+$84.9K	0.28%	43
2017 Q4	$1.88M	Sell	31,098 -2,248	-7%	-$132K	0.23%	46
2017 Q3	$1.89M	Sell	33,346 -812	-2%	-$44.5K	0.24%	43
2017 Q2	$1.85M	Hold	34,158	–	–	0.26%	42
2017 Q1	$1.77M	Buy	34,158 +23,690	+226%	+$1.21M	0.43%	24
2016 Q4	$510K	Sell	10,468 -23,908	-70%	-$1.15M	0.19%	41
2016 Q3	$1.67M	Buy	34,376 +22	+0.1%	+$1.07K	0.27%	48
2016 Q2	$1.61M	Sell	34,354 -1,840	-5%	-$85.1K	0.28%	45
2016 Q1	$1.67M	Buy	36,194 +16	+0%	+$691	0.31%	41
2015 Q4	$1.66M	Sell	36,178 -1,156	-3%	-$53.7K	0.32%	40
2015 Q3	$1.65M	Buy	37,334 +684	+2%	+$32.4K	0.35%	35
2015 Q2	$1.77M	Sell	36,650 -1,768	-5%	-$87.3K	0.41%	34
2015 Q1	$1.88M	Sell	38,418 -750	-2%	-$35.8K	0.43%	30
2014 Q4	$1.83M	Buy	39,168 +780	+2%	+$35.3K	0.42%	33
2014 Q3	$1.7M	Buy	38,388 +30	+0.1%	+$1.34K	0.38%	37
2014 Q2	$1.72M	Hold	38,358	–	–	0.39%	31
2014 Q1	$1.65M	Buy	38,358 +14	+0%	+$596	0.39%	33
2013 Q4	$1.62M	Buy	38,344 +14	+0%	+$566	0.37%	34
2013 Q3	$1.5M	Sell	38,330 -3,140	-8%	-$120K	0.39%	28
2013 Q2	$1.49M	Buy	+41,470	New	+$1.48M	0.45%	23

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Brighton Jones LLC's IWP Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026: 22,207 shares worth $2.85M. The stake represents 0.06% of the portfolio and ranks #211 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in IWP as recently as Q3 2025.

Brighton Jones LLC first reported a position in IWP in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.9M in Q3 2021. 1,177 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Brighton Jones LLC held 22,207 shares of iShares Russell Mid-Cap Growth ETF worth $2.85M as of Q1 2026.
iShares Russell Mid-Cap Growth ETF was a new Brighton Jones LLC position in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Brighton Jones LLC's portfolio in Q1 2026, its #211 holding.
Brighton Jones LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 51 quarters since.
Brighton Jones LLC's iShares Russell Mid-Cap Growth ETF position peaked at $3.9M in Q3 2021.
1,177 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.