BFC Planning, Inc.’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

BFC Planning, Inc.’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	$2.14M	Buy	14,604 +503	+4%	+$69.3K	0.09%	234
2026 Q1	$1.81M	Buy	14,101 +280	+2%	+$37.9K	0.08%	245
2025 Q4	$1.89M	Buy	13,821 +467	+3%	+$65.3K	0.08%	234
2025 Q3	$1.9M	Sell	13,354 -126	-0.9%	-$17.8K	0.14%	134
2025 Q2	$1.87M	Sell	13,480 -232	-2%	-$29.3K	0.15%	134
2025 Q1	$1.61M	Buy	13,712 +160	+1%	+$20.6K	0.14%	140
2024 Q4	$1.72M	Buy	+13,552	New	+$1.72M	0.14%	126

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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

BFC Planning, Inc.'s IWP Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.6% in Q2 2026, buying an estimated $69.3K and bringing the position to 14,604 shares worth $2.14M. The position accounts for 0.09% of the portfolio, ranked #234.

BFC Planning, Inc. first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,228 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

BFC Planning, Inc. held 14,604 shares of iShares Russell Mid-Cap Growth ETF worth $2.14M as of Q2 2026.
BFC Planning, Inc. bought 503 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $69.3K.
iShares Russell Mid-Cap Growth ETF made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #234 holding.
BFC Planning, Inc. first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.