James J. Burns & Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

James J. Burns & Company’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	$1.51M	Sell	10,314 -89	-0.9%	-$12.3K	0.16%	63
2026 Q1	$1.33M	Sell	10,403 -235	-2%	-$31.8K	0.18%	59
2025 Q4	$1.46M	Buy	10,638 +115	+1%	+$16.1K	0.2%	59
2025 Q3	$1.5M	Buy	10,523 +253	+2%	+$35.8K	0.22%	53
2025 Q2	$1.42M	Sell	10,270 -28	-0.3%	-$3.54K	0.23%	55
2025 Q1	$1.21M	Sell	10,298 -106	-1%	-$13.6K	0.22%	57
2024 Q4	$1.32M	Sell	10,404 -387	-4%	-$49.2K	0.23%	55
2024 Q3	$1.27M	Sell	10,791 -314	-3%	-$35.1K	0.23%	55
2024 Q2	$1.23M	Buy	11,105 +2,936	+36%	+$323K	0.24%	55
2024 Q1	$915K	Sell	8,169 -3,094	-27%	-$335K	0.32%	41
2023 Q4	$1.18M	Buy	11,263 +2	+0%	+$190	0.28%	50
2023 Q3	$1.03M	Sell	11,261 -50	-0.4%	-$4.78K	0.28%	51
2023 Q2	$1.09M	Sell	11,311 -87	-0.8%	-$7.93K	0.28%	56
2023 Q1	$1.04M	Buy	11,398 +1,306	+13%	+$117K	0.27%	60
2022 Q4	$844K	Sell	10,092 -2	-0%	-$168	0.34%	52
2022 Q3	$792K	Buy	+10,094	New	+$869K	0.35%	50

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

James J. Burns & Company's IWP Position: Q2 2026 in Review

James J. Burns & Company reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.86% in Q2 2026, selling an estimated $12.3K and leaving 10,314 shares worth $1.51M. The position accounts for 0.16% of the portfolio, ranked #63.

James J. Burns & Company first reported a position in IWP in Q3 2022 and has held it in 16 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

James J. Burns & Company held 10,314 shares of iShares Russell Mid-Cap Growth ETF worth $1.51M as of Q2 2026.
James J. Burns & Company sold 89 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.3K.
iShares Russell Mid-Cap Growth ETF made up 0.16% of James J. Burns & Company's portfolio in Q2 2026, its #63 holding.
James J. Burns & Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.