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

Bryn Mawr 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	$3.21M	Buy	21,936 +7,124	+48%	+$982K	0.14%	130
2026 Q1	$1.9M	Buy	14,812 +9,712	+190%	+$1.31M	0.09%	155
2025 Q4	$698K	Buy	5,100 +1,157	+29%	+$162K	0.03%	237
2025 Q3	$562K	Buy	3,943 +1,019	+35%	+$144K	0.03%	260
2025 Q2	$406K	Buy	2,924 +843	+41%	+$107K	0.02%	295
2025 Q1	$244K	Hold	2,081	–	–	0.01%	346
2024 Q4	$264K	Hold	2,081	–	–	0.01%	363
2024 Q3	$244K	Hold	2,081	–	–	0.01%	366
2024 Q2	$230K	Hold	2,081	–	–	0.01%	367
2024 Q1	$238K	Hold	2,081	–	–	0.01%	368
2023 Q4	$217K	Buy	+2,081	New	+$197K	0.01%	377
2022 Q1	–	Sell	-1,764	Closed	-$203K	–	165
2021 Q4	$203K	Buy	+1,764	New	+$206K	0.08%	105
2021 Q3	–	Sell	-1,764	Closed	-$200K	–	105
2021 Q2	$200K	Sell	1,764 -800	-31%	-$85.4K	0.09%	98
2021 Q1	$262K	Hold	2,564	–	–	0.13%	76
2020 Q4	$263K	Buy	+2,564	New	+$244K	0.13%	79

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

Bryn Mawr Capital Management's IWP Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 48% in Q2 2026, buying an estimated $982K and bringing the position to 21,936 shares worth $3.21M. The position accounts for 0.14% of the portfolio, ranked #130.

Bryn Mawr Capital Management first reported a position in IWP in Q4 2020 and has held it in 15 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Bryn Mawr Capital Management held 21,936 shares of iShares Russell Mid-Cap Growth ETF worth $3.21M as of Q2 2026.
Bryn Mawr Capital Management bought 7,124 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $982K.
iShares Russell Mid-Cap Growth ETF made up 0.14% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #130 holding.
Bryn Mawr Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 15 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.