Newbridge Financial Services Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Newbridge Financial Services Group’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	$6.57K	Sell	45 -19	-30%	-$2.62K	﹤0.01%	920
2026 Q1	$8.22K	Hold	64	–	–	﹤0.01%	827
2025 Q4	$8.79K	Hold	64	–	–	﹤0.01%	802
2025 Q3	$9.13K	Hold	64	–	–	﹤0.01%	916
2025 Q2	$8.89K	Hold	64	–	–	﹤0.01%	921
2025 Q1	$7.53K	Sell	64 -32	-33%	-$4.11K	﹤0.01%	733
2024 Q4	$12.1K	Buy	+96	New	+$12.2K	﹤0.01%	698
2024 Q3	–	Sell	-96	Closed	-$10.5K	–	878
2024 Q2	$10.5K	Hold	96	–	–	﹤0.01%	701
2024 Q1	$10.9K	Hold	96	–	–	﹤0.01%	749
2023 Q4	$9.98K	Buy	96 +1	+1%	+$95	﹤0.01%	736
2023 Q3	$8.71K	Hold	95	–	–	﹤0.01%	852
2023 Q2	$9.22K	Sell	95 -25	-21%	-$2.28K	﹤0.01%	899
2023 Q1	$10.9K	Hold	120	–	–	0.01%	893
2022 Q4	$9.99K	Buy	120 +1	+0.8%	+$84	0.01%	917
2022 Q3	$9K	Hold	119	–	–	0.01%	906
2022 Q2	$9K	Sell	119 -19	-14%	-$1.66K	0.01%	887
2022 Q1	$14K	Buy	138 +114	+475%	+$11.4K	0.01%	834
2021 Q4	$3K	Hold	24	–	–	﹤0.01%	1165
2021 Q3	$3K	Hold	24	–	–	﹤0.01%	1120
2021 Q2	$3K	Hold	24	–	–	﹤0.01%	1218
2021 Q1	$2K	Sell	24 -46	-66%	-$4.81K	﹤0.01%	1175
2020 Q4	$7K	Hold	70	–	–	0.01%	789
2020 Q3	$6K	Buy	+70	New	+$5.91K	0.01%	779

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

Newbridge Financial Services Group's IWP Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 30% in Q2 2026, selling an estimated $2.62K and leaving 45 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Newbridge Financial Services Group first reported a position in IWP in Q3 2020 and has held it in 23 quarters since. The position peaked at $14K in Q1 2022. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Newbridge Financial Services Group held 45 shares of iShares Russell Mid-Cap Growth ETF worth $6.57K as of Q2 2026.
Newbridge Financial Services Group sold 19 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.62K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #920 holding.
Newbridge Financial Services Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 23 quarters since.
Newbridge Financial Services Group's iShares Russell Mid-Cap Growth ETF position peaked at $14K in Q1 2022.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.