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Legacy Bridge’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Legacy Bridge’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 		$809K Buy
6,317
+8
+0.1% +$1.08K 0.31% 99
2025
Q4 		$864K Hold
6,309
– – 0.35% 89
2025
Q3 		$898K Hold
6,309
– – 0.37% 87
2025
Q2 		$875K Sell
6,309
-500
-7% -$63.3K 0.42% 79
2025
Q1 		$800K Hold
6,809
– – 0.45% 82
2024
Q4 		$863K Hold
6,809
– – 0.45% 79
2024
Q3 		$799K Hold
6,809
– – 0.43% 85
2024
Q2 		$751K Hold
6,809
– – 0.44% 81
2024
Q1 		$777K Hold
6,809
– – 0.45% 81
2023
Q4 		$711K Sell
6,809
-415
-6% -$39.3K 0.46% 84
2023
Q3 		$660K Hold
7,224
– – 0.47% 84
2023
Q2 		$698K Buy
7,224
+1,670
+30% +$152K 0.47% 83
2023
Q1 		$506K Hold
5,554
– – 0.35% 101
2022
Q4 		$464K Hold
5,554
– – 0.33% 105
2022
Q3 		$436K Sell
5,554
-200
-3% -$17.2K 0.35% 103
2022
Q2 		$456K Sell
5,754
-300
-5% -$26.1K 0.34% 107
2022
Q1 		$608K Hold
6,054
– – 0.36% 104
2021
Q4 		$698K Buy
6,054
+40
+0.7% +$4.66K 0.36% 104
2021
Q3 		$674K Hold
6,014
– – 0.39% 97
2021
Q2 		$681K Hold
6,014
– – 0.39% 99
2021
Q1 		$614K Hold
6,014
– – 0.4% 92
2020
Q4 		$617K Hold
6,014
– – 0.45% 86
2020
Q3 		$520K Buy
6,014
+314
+6% +$26.5K 0.47% 76
2020
Q2 		$451K Hold
5,700
– – 0.5% 76
2020
Q1 		$347K Sell
5,700
-8,720
-60% -$635K 0.44% 86
2019
Q4 		$1.1M Hold
14,420
– – 0.91% 22
2019
Q3 		$1.02M Hold
14,420
– – 0.97% 21
2019
Q2 		$1.03M Hold
14,420
– – 0.99% 17
2019
Q1 		$978K Hold
14,420
– – 1.01% 18
2018
Q4 		$820K Buy
+14,420
New +$877K 1.01% 19

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Bridge's IWP Position: Q1 2026 in Review

Legacy Bridge increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.13% in Q1 2026, buying an estimated $1.08K and bringing the position to 6,317 shares worth $809K. The position accounts for 0.31% of the portfolio, ranked #99.

Legacy Bridge first reported a position in IWP in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.1M in Q4 2019. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Legacy Bridge held 6,317 shares of iShares Russell Mid-Cap Growth ETF worth $809K as of Q1 2026.
  • Legacy Bridge bought 8 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.08K.
  • iShares Russell Mid-Cap Growth ETF made up 0.31% of Legacy Bridge's portfolio in Q1 2026, its #99 holding.
  • Legacy Bridge first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's iShares Russell Mid-Cap Growth ETF position peaked at $1.1M in Q4 2019.
  • 1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.