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Brooklyn Investment Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Brooklyn Investment Group’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 		$1.11M Buy
8,672
+1,823
+27% +$247K 0.03% 502
2025
Q4 		$952K Buy
6,849
+2,130
+45% +$298K 0.04% 373
2025
Q3 		$648K Buy
4,719
+283
+6% +$40K 0.09% 222
2025
Q2 		$615K Buy
+4,436
New +$561K 0.08% 243

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Brooklyn Investment Group's IWP Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 27% in Q1 2026, buying an estimated $247K and bringing the position to 8,672 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #502.

Brooklyn Investment Group first reported a position in IWP in Q2 2025 and has held it in 4 quarters since. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Brooklyn Investment Group held 8,672 shares of iShares Russell Mid-Cap Growth ETF worth $1.11M as of Q1 2026.
  • Brooklyn Investment Group bought 1,823 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $247K.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #502 holding.
  • Brooklyn Investment Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.