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

Brookstone Capital Management’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	$2.16M	Buy	14,757 +703	+5%	+$96.9K	0.02%	482
2026 Q1	$1.8M	Sell	14,054 -834	-6%	-$113K	0.02%	493
2025 Q4	$2.04M	Sell	14,888 -4,882	-25%	-$682K	0.02%	449
2025 Q3	$2.82M	Buy	19,770 +2,672	+16%	+$378K	0.03%	390
2025 Q2	$2.37M	Buy	17,098 +5,334	+45%	+$675K	0.03%	395
2025 Q1	$1.38M	Sell	11,764 -2,144	-15%	-$276K	0.02%	474
2024 Q4	$1.76M	Buy	13,908 +225	+2%	+$28.6K	0.03%	400
2024 Q3	$1.6M	Buy	13,683 +2,261	+20%	+$253K	0.02%	416
2024 Q2	$1.29M	Sell	11,422 -3,910	-26%	-$430K	0.02%	450
2024 Q1	$1.75M	Buy	15,332 +3,035	+25%	+$328K	0.03%	374
2023 Q4	$1.28M	Buy	12,297 +1,816	+17%	+$172K	0.03%	407
2023 Q3	$942K	Sell	10,481 -3,401	-24%	-$325K	0.02%	437
2023 Q2	$1.32M	Sell	13,882 -421	-3%	-$38.4K	0.03%	384
2023 Q1	$1.3M	Sell	14,303 -636	-4%	-$56.8K	0.03%	401
2022 Q4	$1.26M	Sell	14,939 -3,942	-21%	-$332K	0.03%	387
2022 Q3	$1.48M	Buy	18,881 +5,320	+39%	+$458K	0.03%	327
2022 Q2	$1.13M	Sell	13,561 -747	-5%	-$65.1K	0.02%	383
2022 Q1	$1.38M	Sell	14,308 -1,007	-7%	-$100K	0.03%	343
2021 Q4	$1.63M	Buy	15,315 +1,352	+10%	+$158K	0.03%	303
2021 Q3	$1.6M	Buy	13,963 +1,796	+15%	+$207K	0.03%	297
2021 Q2	$1.37M	Sell	12,167 -4,384	-26%	-$468K	0.02%	312
2021 Q1	$1.69M	Sell	16,551 -53,632	-76%	-$5.61M	0.06%	199
2020 Q4	$7.2M	Buy	70,183 +52,767	+303%	+$5.02M	0.29%	68
2020 Q3	$1.5M	Sell	17,416 -35,604	-67%	-$3.01M	0.07%	177
2020 Q2	$4.19M	Sell	53,020 -19,768	-27%	-$1.43M	0.26%	58
2020 Q1	$4.42M	Sell	72,788 -8,334	-10%	-$607K	0.25%	56
2019 Q4	$6.19M	Sell	81,122 -15,512	-16%	-$1.14M	0.31%	48
2019 Q3	$6.83M	Buy	96,634 +19,486	+25%	+$1.4M	0.37%	47
2019 Q2	$5.5M	Buy	77,148 +4,204	+6%	+$292K	0.32%	55
2019 Q1	$4.95M	Buy	72,944 +7,152	+11%	+$459K	0.32%	60
2018 Q4	$3.74M	Sell	65,792 -36,040	-35%	-$2.19M	0.28%	63
2018 Q3	$6.9M	Buy	101,832 +48,044	+89%	+$3.19M	0.53%	41
2018 Q2	$3.41M	Buy	53,788 +11,216	+26%	+$706K	0.3%	96
2018 Q1	$2.62M	Buy	42,572 +14,680	+53%	+$917K	0.24%	107
2017 Q4	$1.68M	Buy	27,892 +6,896	+33%	+$405K	0.15%	121
2017 Q3	$1.19M	Buy	20,996 +11,076	+112%	+$608K	0.11%	139
2017 Q2	$536K	Buy	9,920 +2,808	+39%	+$149K	0.05%	176
2017 Q1	$369K	Buy	+7,112	New	+$363K	0.04%	196
2015 Q4	–	Sell	-226	Closed	-$10K	–	524
2015 Q3	$10K	Buy	+226	New	+$10.7K	﹤0.01%	1117

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

Brookstone Capital Management's IWP Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5% in Q2 2026, buying an estimated $96.9K and bringing the position to 14,757 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #482.

Brookstone Capital Management first reported a position in IWP in Q3 2015 and has held it in 39 quarters since. The position peaked at $7.2M in Q4 2020. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Brookstone Capital Management held 14,757 shares of iShares Russell Mid-Cap Growth ETF worth $2.16M as of Q2 2026.
Brookstone Capital Management bought 703 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $96.9K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #482 holding.
Brookstone Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2015 and has held it in 39 quarters since.
Brookstone Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $7.2M in Q4 2020.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.