TBH Global Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TBH Global Asset Management’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	$1.96M	Hold	13,404	–	–	0.36%	69
2026 Q1	$1.72M	Buy	+13,404	New	+$1.81M	0.35%	71
2025 Q4	–	Sell	-13,425	Closed	-$1.91M	–	259
2025 Q3	$1.91M	Buy	+13,425	New	+$1.9M	0.37%	67
2025 Q1	–	Sell	-13,404	Closed	-$1.7M	–	193
2024 Q4	$1.7M	Hold	13,404	–	–	0.4%	58
2024 Q3	$1.57M	Hold	13,404	–	–	0.34%	68
2024 Q2	$1.48M	Sell	13,404 -718	-5%	-$78.9K	0.33%	68
2024 Q1	$1.61M	Sell	14,122 -30	-0.2%	-$3.25K	0.32%	59
2023 Q4	$1.48M	Sell	14,152 -30	-0.2%	-$2.84K	0.3%	58
2023 Q3	$1.3M	Hold	14,182	–	–	0.25%	71
2023 Q2	$1.37M	Buy	14,182 +748	+6%	+$68.2K	0.27%	68
2023 Q1	$1.22M	Buy	13,434 +9,072	+208%	+$810K	0.26%	72
2022 Q4	$365K	Buy	+4,362	New	+$367K	0.09%	135
2022 Q2	–	Sell	-2,936	Closed	-$295K	–	169
2022 Q1	$295K	Buy	2,936 +206	+8%	+$20.5K	0.06%	158
2021 Q4	$315K	Hold	2,730	–	–	0.07%	169
2021 Q3	$306K	Hold	2,730	–	–	0.07%	167
2021 Q2	$309K	Hold	2,730	–	–	0.07%	163
2021 Q1	$279K	Hold	2,730	–	–	0.07%	163
2020 Q4	$280K	Sell	2,730 -274	-9%	-$26.1K	0.09%	147
2020 Q3	$260K	Buy	3,004 +2	+0.1%	+$169	0.09%	142
2020 Q2	$237K	Buy	+3,002	New	+$218K	0.09%	138
2020 Q1	–	Sell	-2,730	Closed	-$208K	–	160
2019 Q4	$208K	Buy	+2,730	New	+$200K	0.06%	154

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 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

TBH Global Asset Management's IWP Position: Q2 2026 in Review

TBH Global Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 13,404 shares worth $1.96M. The position accounts for 0.36% of the portfolio, ranked #69.

TBH Global Asset Management first reported a position in IWP in Q4 2019 and has held it in 21 quarters since. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

TBH Global Asset Management held 13,404 shares of iShares Russell Mid-Cap Growth ETF worth $1.96M as of Q2 2026.
TBH Global Asset Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.36% of TBH Global Asset Management's portfolio in Q2 2026, its #69 holding.
TBH Global Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 21 quarters since.
805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.