Burns Matteson Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.76M Sell
32,521
-848
-3% -$117K 1.49% 14
2026
Q1
$4.28M Sell
33,369
-1,427
-4% -$193K 1.57% 14
2025
Q4
$4.77M Sell
34,796
-32
-0.1% -$4.47K 1.67% 12
2025
Q3
$4.96M Sell
34,828
-378
-1% -$53.4K 1.96% 11
2025
Q2
$4.88M Sell
35,206
-8,442
-19% -$1.07M 2.36% 9
2025
Q1
$5.13M Buy
43,648
+7,947
+22% +$1.02M 2.76% 6
2024
Q4
$4.53M Sell
35,701
-204
-0.6% -$25.9K 2.54% 7
2024
Q3
$4.21M Sell
35,905
-271
-0.7% -$30.3K 2.36% 10
2024
Q2
$3.99M Sell
36,176
-620
-2% -$68.1K 2.51% 8
2024
Q1
$4.2M Sell
36,796
-503
-1% -$54.4K 2.72% 9
2023
Q4
$3.9M Sell
37,299
-1,574
-4% -$149K 2.74% 7
2023
Q3
$3.55M Sell
38,873
-98
-0.3% -$9.37K 2.26% 9
2023
Q2
$3.77M Buy
38,971
+81
+0.2% +$7.38K 2.32% 7
2023
Q1
$3.54M Buy
38,890
+6,019
+18% +$537K 2.25% 9
2022
Q4
$2.75M Buy
+32,871
New +$2.77M 1.82% 16

Other funds holding IWP

Burns Matteson Capital Management's IWP Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.5% in Q2 2026, selling an estimated $117K and leaving 32,521 shares worth $4.76M. The position accounts for 1.49% of the portfolio, ranked #14.

Burns Matteson Capital Management first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.13M in Q1 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Burns Matteson Capital Management held 32,521 shares of iShares Russell Mid-Cap Growth ETF worth $4.76M as of Q2 2026.
  • Burns Matteson Capital Management sold 848 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $117K.
  • iShares Russell Mid-Cap Growth ETF made up 1.49% of Burns Matteson Capital Management's portfolio in Q2 2026, its #14 holding.
  • Burns Matteson Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Burns Matteson Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $5.13M in Q1 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.