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 Q1	$12.9K	Buy	+101	New	+$13.7K	0.01%	241

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

Burk Holdings's IWP Position: Q1 2026 in Review

Burk Holdings opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026: 101 shares worth $12.9K. The stake represents 0.01% of the portfolio and ranks #241 among its holdings.

1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Burk Holdings held 101 shares of iShares Russell Mid-Cap Growth ETF worth $12.9K as of Q1 2026.
iShares Russell Mid-Cap Growth ETF was a new Burk Holdings position in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Burk Holdings's portfolio in Q1 2026, its #241 holding.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.