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 Q2	$390K	Hold	2,661	–	–	0.13%	114
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 $1.89T 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 22.9% 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

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

Buckhead Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,661 shares worth $390K. The position accounts for 0.13% of the portfolio, ranked #114.

Buckhead Capital Management first reported a position in IWP in Q2 2021 and has held it in 10 quarters since. The position peaked at $400K in Q3 2025. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Buckhead Capital Management held 2,661 shares of iShares Russell Mid-Cap Growth ETF worth $390K as of Q2 2026.
Buckhead Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.13% of Buckhead Capital Management's portfolio in Q2 2026, its #114 holding.
Buckhead Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 10 quarters since.
Buckhead Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $400K in Q3 2025.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Buckhead Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.