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	$4.44M	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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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. The position peaked at $4.44M in Q2 2025. 715 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.
Broadwater Capital's iShares Russell Mid-Cap Growth ETF position peaked at $4.44M in Q2 2025.
715 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.