Broadleaf Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Broadleaf Partners’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	$3M	Buy	20,519 +700	+4%	+$96.5K	0.58%	39
2026 Q1	$2.54M	Buy	19,819 +1,186	+6%	+$160K	0.59%	40
2025 Q4	$2.55M	Buy	18,633 +229	+1%	+$32K	0.54%	42
2025 Q3	$2.62M	Sell	18,404 -1,118	-6%	-$158K	0.55%	40
2025 Q2	$2.71M	Buy	19,522 +852	+5%	+$108K	0.6%	43
2025 Q1	$2.19M	Sell	18,670 -1,278	-6%	-$164K	0.57%	44
2024 Q4	$2.53M	Buy	19,948 +213	+1%	+$27.1K	0.59%	39
2024 Q3	$2.31M	Buy	19,735 +416	+2%	+$46.5K	0.55%	40
2024 Q2	$2.13M	Sell	19,319 -377	-2%	-$41.4K	0.52%	37
2024 Q1	$2.25M	Buy	19,696 +33	+0.2%	+$3.57K	0.58%	41
2023 Q4	$2.05M	Sell	19,663 -350	-2%	-$33.2K	0.6%	41
2023 Q3	$1.83M	Buy	20,013 +555	+3%	+$53.1K	0.61%	37
2023 Q2	$1.88M	Buy	19,458 +392	+2%	+$35.7K	0.61%	39
2023 Q1	$1.74M	Buy	19,066 +2,021	+12%	+$180K	0.62%	39
2022 Q4	$1.43M	Sell	17,045 -396	-2%	-$33.3K	0.56%	39
2022 Q3	$1.37M	Sell	17,441 -188	-1%	-$16.2K	0.57%	39
2022 Q2	$1.4M	Buy	17,629 +275	+2%	+$23.9K	0.58%	37
2022 Q1	$1.74M	Buy	17,354 +2,155	+14%	+$215K	0.58%	39
2021 Q4	$1.75M	Sell	15,199 -651	-4%	-$75.9K	0.54%	38
2021 Q3	$1.78M	Sell	15,850 -19	-0.1%	-$2.19K	0.59%	41
2021 Q2	$1.8M	Sell	15,869 -714	-4%	-$76.3K	0.62%	42
2021 Q1	$1.69M	Sell	16,583 -461	-3%	-$48.2K	0.64%	40
2020 Q4	$1.75M	Sell	17,044 -234	-1%	-$22.3K	0.69%	39
2020 Q3	$1.49M	Buy	17,278 +50	+0.3%	+$4.22K	0.66%	40
2020 Q2	$1.36M	Sell	17,228 -576	-3%	-$41.8K	0.67%	40
2020 Q1	$1.08M	Buy	17,804 +466	+3%	+$34K	0.7%	39
2019 Q4	$1.32M	Buy	17,338 +162	+0.9%	+$11.9K	0.72%	38
2019 Q3	$1.21M	Buy	17,176 +478	+3%	+$34.4K	0.76%	38
2019 Q2	$1.19M	Buy	16,698 +972	+6%	+$67.6K	0.76%	37
2019 Q1	$1.07M	Buy	15,726 +64	+0.4%	+$4.11K	0.74%	36
2018 Q4	$890K	Buy	15,662 +428	+3%	+$26K	0.71%	37
2018 Q3	$1.03M	Buy	15,234 +896	+6%	+$59.6K	0.69%	40
2018 Q2	$909K	Buy	14,338 +1,032	+8%	+$65K	0.67%	40
2018 Q1	$818K	Buy	13,306 +8,110	+156%	+$506K	0.63%	39
2017 Q4	$313K	Buy	+5,196	New	+$305K	0.26%	41

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

Broadleaf Partners's IWP Position: Q2 2026 in Review

Broadleaf Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.5% in Q2 2026, buying an estimated $96.5K and bringing the position to 20,519 shares worth $3M. The position accounts for 0.58% of the portfolio, ranked #39.

Broadleaf Partners first reported a position in IWP in Q4 2017 and has held it in 35 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Broadleaf Partners held 20,519 shares of iShares Russell Mid-Cap Growth ETF worth $3M as of Q2 2026.
Broadleaf Partners bought 700 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $96.5K.
iShares Russell Mid-Cap Growth ETF made up 0.58% of Broadleaf Partners's portfolio in Q2 2026, its #39 holding.
Broadleaf Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.