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Burney Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Burney Company’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 		– Sell
-1,525
Closed -$209K – 613
2025
Q4 		$209K Buy
+1,525
New +$213K 0.01% 586

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Burney Company's IWP Position: Q1 2026 in Review

Burney Company sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,525 shares — an estimated $209K sold.

Burney Company first reported a position in IWP in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Burney Company reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 1,525 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $209K.
  • Burney Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Burney Company's iShares Russell Mid-Cap Growth ETF position peaked at $209K in Q4 2025.
  • 1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.