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Burk Holdings’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Burk Holdings’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 		$14.8K Hold
101
– – 0.01% 232
2026
Q1 		$12.9K Buy
+101
New +$13.7K 0.01% 241

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Burk Holdings's IWP Position: Q2 2026 in Review

Burk Holdings held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 101 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #232.

Burk Holdings first reported a position in IWP in Q1 2026 and has held it in 2 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Burk Holdings held 101 shares of iShares Russell Mid-Cap Growth ETF worth $14.8K as of Q2 2026.
  • Burk Holdings left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Burk Holdings's portfolio in Q2 2026, its #232 holding.
  • Burk Holdings first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.