Edgemoor Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Edgemoor Investment Advisors’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	$221K	Buy	+1,510	New	+$208K	0.02%	175
2026 Q1	–	Sell	-1,510	Closed	-$207K	–	175
2025 Q4	$207K	Sell	1,510 -909	-38%	-$127K	0.02%	170
2025 Q3	$344K	Buy	2,419 +909	+60%	+$128K	0.03%	147
2025 Q2	$209K	Buy	+1,510	New	+$191K	0.02%	168
2025 Q1	–	Sell	-1,660	Closed	-$210K	–	168
2024 Q4	$210K	Buy	+1,660	New	+$211K	0.02%	162

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Edgemoor Investment Advisors's IWP Position: Q2 2026 in Review

Edgemoor Investment Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,510 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #175 among its holdings. This is a return to the name: Edgemoor Investment Advisors previously reported a position in IWP as recently as Q4 2025.

Edgemoor Investment Advisors first reported a position in IWP in Q4 2024 and has held it in 5 quarters since. The position peaked at $344K in Q3 2025. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Edgemoor Investment Advisors held 1,510 shares of iShares Russell Mid-Cap Growth ETF worth $221K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Edgemoor Investment Advisors position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #175 holding.
Edgemoor Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Edgemoor Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $344K in Q3 2025.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.