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

Buckhead 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 Q1	$341K	Sell	2,661 -150	-5%	-$20.3K	0.13%	116
2025 Q4	$385K	Hold	2,811	–	–	0.14%	107
2025 Q3	$400K	Buy	2,811 +1,211	+76%	+$171K	0.15%	101
2025 Q2	$222K	Buy	+1,600	New	+$202K	0.09%	120
2025 Q1	–	Sell	-1,657	Closed	-$210K	–	127
2024 Q4	$210K	Buy	+1,657	New	+$211K	0.07%	120
2022 Q2	–	Sell	-2,021	Closed	-$203K	–	135
2022 Q1	$203K	Buy	2,021 +11	+0.5%	+$1.1K	0.04%	139
2021 Q4	$232K	Buy	2,010 +146	+8%	+$17K	0.05%	138
2021 Q3	$209K	Hold	1,864	–	–	0.05%	142
2021 Q2	$211K	Buy	+1,864	New	+$199K	0.05%	140

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Buckhead Capital Management's IWP Position: Q1 2026 in Review

Buckhead Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.3% in Q1 2026, selling an estimated $20.3K and leaving 2,661 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #116.

Buckhead Capital Management first reported a position in IWP in Q2 2021 and has held it in 9 quarters since. The position peaked at $400K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Buckhead Capital Management held 2,661 shares of iShares Russell Mid-Cap Growth ETF worth $341K as of Q1 2026.
Buckhead Capital Management sold 150 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $20.3K.
iShares Russell Mid-Cap Growth ETF made up 0.13% of Buckhead Capital Management's portfolio in Q1 2026, its #116 holding.
Buckhead Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 9 quarters since.
Buckhead Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $400K in Q3 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.