Bullock Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bullock Wealth 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	$9.08K	Buy	63 +13	+26%	+$1.79K	﹤0.01%	445
2026 Q1	$6.49K	Hold	50	–	–	﹤0.01%	469
2025 Q4	$6.9K	Hold	50	–	–	﹤0.01%	447
2025 Q3	$7.16K	Hold	50	–	–	﹤0.01%	457
2025 Q2	$6.94K	Hold	50	–	–	﹤0.01%	439
2025 Q1	$5.97K	Hold	50	–	–	﹤0.01%	437
2024 Q4	$6.39K	Hold	50	–	–	﹤0.01%	432
2024 Q3	$5.87K	Hold	50	–	–	﹤0.01%	424
2024 Q2	$5.53K	Hold	50	–	–	﹤0.01%	401
2024 Q1	$5.72K	Buy	+50	New	+$5.41K	﹤0.01%	406

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

Bullock Wealth Management's IWP Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 26% in Q2 2026, buying an estimated $1.79K and bringing the position to 63 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Bullock Wealth Management first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Bullock Wealth Management held 63 shares of iShares Russell Mid-Cap Growth ETF worth $9.08K as of Q2 2026.
Bullock Wealth Management bought 13 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.79K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #445 holding.
Bullock Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.