May Barnhard Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

May Barnhard Investments’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	$4.72M	Sell	32,251 -587	-2%	-$80.9K	1.91%	22
2026 Q1	$4.21M	Sell	32,838 -3,178	-9%	-$430K	2.04%	21
2025 Q4	$4.93M	Sell	36,016 -685	-2%	-$95.7K	2.33%	19
2025 Q3	$5.23M	Sell	36,701 -2,934	-7%	-$415K	2.42%	16
2025 Q2	$5.5M	Sell	39,635 -1,622	-4%	-$205K	2.57%	12
2025 Q1	$4.85M	Sell	41,257 -2,955	-7%	-$380K	2.42%	16
2024 Q4	$5.6M	Sell	44,212 -809	-2%	-$103K	2.67%	15
2024 Q3	$5.28M	Sell	45,021 -510	-1%	-$57K	2.58%	16
2024 Q2	$5.02M	Sell	45,531 -6,974	-13%	-$766K	2.59%	14
2024 Q1	$5.99M	Sell	52,505 -8,482	-14%	-$918K	3%	13
2023 Q4	$6.37M	Buy	+60,987	New	+$5.78M	3.28%	10

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

May Barnhard Investments's IWP Position: Q2 2026 in Review

May Barnhard Investments reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.8% in Q2 2026, selling an estimated $80.9K and leaving 32,251 shares worth $4.72M. The position accounts for 1.91% of the portfolio, ranked #22.

May Barnhard Investments first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.37M in Q4 2023. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

May Barnhard Investments held 32,251 shares of iShares Russell Mid-Cap Growth ETF worth $4.72M as of Q2 2026.
May Barnhard Investments sold 587 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $80.9K.
iShares Russell Mid-Cap Growth ETF made up 1.91% of May Barnhard Investments's portfolio in Q2 2026, its #22 holding.
May Barnhard Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's iShares Russell Mid-Cap Growth ETF position peaked at $6.37M in Q4 2023.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.