Kimelman & Baird’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kimelman & Baird’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 Q1	$54.8K	Hold	428	–	–	﹤0.01%	165
2025 Q4	$58.6K	Hold	428	–	–	﹤0.01%	162
2025 Q3	$61K	Hold	428	–	–	﹤0.01%	167
2025 Q2	$59.4K	Hold	428	–	–	﹤0.01%	174
2025 Q1	$50.3K	Hold	428	–	–	﹤0.01%	183
2024 Q4	$54.2K	Hold	428	–	–	﹤0.01%	177
2024 Q3	$50.2K	Hold	428	–	–	﹤0.01%	186
2024 Q2	$47.2K	Buy	+428	New	+$47K	﹤0.01%	190

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kimelman & Baird's IWP Position: Q1 2026 in Review

Kimelman & Baird held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 428 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Kimelman & Baird first reported a position in IWP in Q2 2024 and has held it in 8 quarters since. The position peaked at $61K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Kimelman & Baird held 428 shares of iShares Russell Mid-Cap Growth ETF worth $54.8K as of Q1 2026.
Kimelman & Baird left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Kimelman & Baird's portfolio in Q1 2026, its #165 holding.
Kimelman & Baird first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Kimelman & Baird's iShares Russell Mid-Cap Growth ETF position peaked at $61K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.