Howard Bailey Securities’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Howard Bailey Securities’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	$3.38M	Buy	23,081 +3,159	+16%	+$435K	1.27%	19
2026 Q1	$2.55M	Buy	19,922 +4,148	+26%	+$561K	1.05%	21
2025 Q4	$2.16M	Buy	15,774 +1,417	+10%	+$198K	0.85%	25
2025 Q3	$2.04M	Sell	14,357 -13,003	-48%	-$1.84M	0.58%	44
2025 Q2	$3.79M	Sell	27,360 -2,235	-8%	-$283K	1.17%	24
2025 Q1	$3.48M	Sell	29,595 -264	-0.9%	-$33.9K	1.16%	26
2024 Q4	$3.78M	Buy	29,859 +791	+3%	+$101K	1.41%	24
2024 Q3	$3.41M	Buy	+29,068	New	+$3.25M	1.29%	23

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

Howard Bailey Securities's IWP Position: Q2 2026 in Review

Howard Bailey Securities increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 16% in Q2 2026, buying an estimated $435K and bringing the position to 23,081 shares worth $3.38M. The position accounts for 1.27% of the portfolio, ranked #19.

Howard Bailey Securities first reported a position in IWP in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.79M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Howard Bailey Securities held 23,081 shares of iShares Russell Mid-Cap Growth ETF worth $3.38M as of Q2 2026.
Howard Bailey Securities bought 3,159 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $435K.
iShares Russell Mid-Cap Growth ETF made up 1.27% of Howard Bailey Securities's portfolio in Q2 2026, its #19 holding.
Howard Bailey Securities first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Howard Bailey Securities's iShares Russell Mid-Cap Growth ETF position peaked at $3.79M in Q2 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.