Eubel Brady & Suttman Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Eubel Brady & Suttman Asset 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 Q2	$310K	Hold	2,120	–	–	0.04%	97
2026 Q1	$272K	Hold	2,120	–	–	0.03%	99
2025 Q4	$290K	Hold	2,120	–	–	0.03%	101
2025 Q3	$302K	Hold	2,120	–	–	0.03%	97
2025 Q2	$294K	Hold	2,120	–	–	0.04%	85
2025 Q1	$249K	Hold	2,120	–	–	0.03%	83
2024 Q4	$269K	Hold	2,120	–	–	0.04%	80
2024 Q3	$249K	Hold	2,120	–	–	0.03%	81
2024 Q2	$234K	Hold	2,120	–	–	0.03%	84
2024 Q1	$242K	Hold	2,120	–	–	0.03%	80
2023 Q4	$221K	Buy	+2,120	New	+$201K	0.03%	86
2023 Q3	–	Sell	-2,120	Closed	-$205K	–	91
2023 Q2	$205K	Buy	+2,120	New	+$193K	0.03%	89
2022 Q2	–	Sell	-2,120	Closed	-$213K	–	75
2022 Q1	$213K	Hold	2,120	–	–	0.04%	74
2021 Q4	$244K	Hold	2,120	–	–	0.05%	72
2021 Q3	$238K	Hold	2,120	–	–	0.05%	66
2021 Q2	$216K	Sell	2,120 -2,120	-50%	-$226K	0.02%	186
2021 Q1	$432K	Buy	+4,240	New	+$443K	0.05%	78

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 22.96% 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

Eubel Brady & Suttman Asset Management's IWP Position: Q2 2026 in Review

Eubel Brady & Suttman Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,120 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #97.

Eubel Brady & Suttman Asset Management first reported a position in IWP in Q1 2021 and has held it in 17 quarters since. The position peaked at $432K in Q1 2021. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Eubel Brady & Suttman Asset Management held 2,120 shares of iShares Russell Mid-Cap Growth ETF worth $310K as of Q2 2026.
Eubel Brady & Suttman Asset Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Eubel Brady & Suttman Asset Management's portfolio in Q2 2026, its #97 holding.
Eubel Brady & Suttman Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 17 quarters since.
Eubel Brady & Suttman Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $432K in Q1 2021.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.