Broadwater Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Broadwater Capital’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	$4.68K	Hold	32	–	–	﹤0.01%	175
2026 Q1	$4.38K	Hold	32	–	–	﹤0.01%	178
2025 Q4	$4.38K	Hold	32	–	–	﹤0.01%	178
2025 Q3	$4.56K	Sell	32 -4,406	-99%	-$623K	﹤0.01%	183
2025 Q2	$4.44K	Buy	4,438 +4,406	+13,769%	+$557K	﹤0.01%	185
2025 Q1	$3.76K	Hold	32	–	–	﹤0.01%	186
2024 Q4	$4.06K	Hold	32	–	–	﹤0.01%	190
2024 Q3	$3.75K	Hold	32	–	–	﹤0.01%	199
2024 Q2	$3.53K	Hold	32	–	–	﹤0.01%	199
2024 Q1	$3.65K	Hold	32	–	–	﹤0.01%	193
2023 Q4	$3.34K	Buy	+32	New	+$3.03K	﹤0.01%	193

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

Broadwater Capital's IWP Position: Q2 2026 in Review

Broadwater Capital held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 32 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Broadwater Capital first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Broadwater Capital held 32 shares of iShares Russell Mid-Cap Growth ETF worth $4.68K as of Q2 2026.
Broadwater Capital left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Broadwater Capital's portfolio in Q2 2026, its #175 holding.
Broadwater Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.