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

Cranbrook 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 Q1	$1.29M	Hold	10,035	–	–	0.26%	57
2025 Q4	$1.37M	Hold	10,035	–	–	0.27%	55
2025 Q3	$1.43M	Hold	10,035	–	–	0.29%	53
2025 Q2	$1.39M	Sell	10,035 -107	-1%	-$13.5K	0.3%	53
2025 Q1	$1.19M	Sell	10,142 -473	-4%	-$60.8K	0.28%	52
2024 Q4	$1.35M	Hold	10,615	–	–	0.31%	52
2024 Q3	$1.25M	Sell	10,615 -313	-3%	-$35K	0.28%	49
2024 Q2	$1.21M	Sell	10,928 -18	-0.2%	-$1.98K	0.3%	48
2024 Q1	$1.25M	Hold	10,946	–	–	0.32%	46
2023 Q4	$1.14M	Hold	10,946	–	–	0.31%	47
2023 Q3	$1,000K	Sell	10,946 -21	-0.2%	-$2.01K	0.3%	49
2023 Q2	$1.06M	Sell	10,967 -45	-0.4%	-$4.1K	0.3%	48
2023 Q1	$1M	Sell	11,012 -444	-4%	-$39.6K	0.29%	50
2022 Q4	$958K	Sell	11,456 -110	-1%	-$9.26K	0.26%	53
2022 Q3	$907K	Sell	11,566 -13	-0.1%	-$1.12K	0.23%	54
2022 Q2	$917K	Hold	11,579	–	–	0.23%	53
2022 Q1	$1.16M	Sell	11,579 -18	-0.2%	-$1.79K	0.25%	53
2021 Q4	$1.34M	Sell	11,597 -507	-4%	-$59.1K	0.28%	52
2021 Q3	$1.36M	Sell	12,104 -230	-2%	-$26.5K	0.31%	52
2021 Q2	$1.4M	Sell	12,334 -650	-5%	-$69.4K	0.32%	51
2021 Q1	$1.32M	Sell	12,984 -932	-7%	-$97.4K	0.32%	51
2020 Q4	$1.43M	Sell	13,916 -1,310	-9%	-$125K	0.37%	51
2020 Q3	$1.32M	Sell	15,226 -186	-1%	-$15.7K	0.38%	51
2020 Q2	$1.22M	Hold	15,412	–	–	0.37%	51
2020 Q1	$937K	Sell	15,412 -498	-3%	-$36.3K	0.32%	50
2019 Q4	$1.21M	Sell	15,910 -16	-0.1%	-$1.17K	0.34%	50
2019 Q3	$1.13M	Sell	15,926 -808	-5%	-$58.1K	0.32%	50
2019 Q2	$1.19M	Sell	16,734 -102	-0.6%	-$7.09K	0.34%	49
2019 Q1	$1.14M	Sell	16,836 -336	-2%	-$21.6K	0.36%	48
2018 Q4	$976K	Sell	17,172 -1,866	-10%	-$114K	0.34%	49
2018 Q3	$1.29M	Sell	19,038 -780	-4%	-$51.9K	0.45%	42
2018 Q2	$1.26M	Hold	19,818	–	–	0.49%	42
2018 Q1	$1.22M	Hold	19,818	–	–	0.48%	42
2017 Q4	$1.2M	Hold	19,818	–	–	0.47%	41
2017 Q3	$1.12M	Sell	19,818 -472	-2%	-$25.9K	0.47%	41
2017 Q2	$1.1M	Hold	20,290	–	–	0.48%	40
2017 Q1	$1.05M	Sell	20,290 -160	-0.8%	-$8.17K	0.49%	39
2016 Q4	$996K	Hold	20,450	–	–	0.49%	39
2016 Q3	$996K	Sell	20,450 -64	-0.3%	-$3.1K	0.5%	36
2016 Q2	$960K	Sell	20,514 -128	-0.6%	-$5.92K	0.49%	36
2016 Q1	$951K	Hold	20,642	–	–	0.5%	34
2015 Q4	$949K	Sell	20,642 -366	-2%	-$17K	0.54%	34
2015 Q3	$931K	Sell	21,008 -102	-0.5%	-$4.84K	0.54%	34
2015 Q2	$1.02M	Hold	21,110	–	–	0.59%	34
2015 Q1	$1.03M	Sell	21,110 -618	-3%	-$29.5K	0.61%	33
2014 Q4	$1.01M	Sell	21,728 -840	-4%	-$38K	0.63%	30
2014 Q3	$997K	Sell	22,568 -330	-1%	-$14.7K	0.67%	28
2014 Q2	$1.02M	Sell	22,898 -112	-0.5%	-$4.81K	0.68%	28
2014 Q1	$987K	Sell	23,010 -2,438	-10%	-$104K	0.69%	28
2013 Q4	$1.07M	Buy	+25,448	New	+$1.03M	0.74%	27

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

Cranbrook Wealth Management's IWP Position: Q1 2026 in Review

Cranbrook Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 10,035 shares worth $1.29M. The position accounts for 0.26% of the portfolio, ranked #57.

Cranbrook Wealth Management first reported a position in IWP in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.43M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Cranbrook Wealth Management held 10,035 shares of iShares Russell Mid-Cap Growth ETF worth $1.29M as of Q1 2026.
Cranbrook Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.26% of Cranbrook Wealth Management's portfolio in Q1 2026, its #57 holding.
Cranbrook Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 50 quarters since.
Cranbrook Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.43M in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.