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Financial Insights’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Financial Insights’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 		$516K Sell
3,522
-400
-10% -$55.1K 0.14% 88
2026
Q1 		$502K Sell
3,922
-158
-4% -$21.4K 0.16% 76
2025
Q4 		$559K Sell
4,080
-83
-2% -$11.6K 0.19% 70
2025
Q3 		$593K Hold
4,163
– – 0.2% 64
2025
Q2 		$577K Sell
4,163
-304
-7% -$38.5K 0.21% 65
2025
Q1 		$525K Sell
4,467
-127
-3% -$16.3K 0.21% 61
2024
Q4 		$582K Sell
4,594
-106
-2% -$13.5K 0.22% 57
2024
Q3 		$551K Buy
4,700
+289
+7% +$32.3K 0.17% 80
2024
Q2 		$487K Hold
4,411
– – 0.14% 102
2024
Q1 		$503K Sell
4,411
-293
-6% -$31.7K 0.14% 108
2023
Q4 		$491K Sell
4,704
-383
-8% -$36.3K 0.15% 99
2023
Q3 		$441K Sell
5,087
-178
-3% -$17K 0.16% 100
2023
Q2 		$509K Sell
5,265
-220
-4% -$20K 0.19% 95
2023
Q1 		$499K Sell
5,485
-416
-7% -$37.1K 0.2% 84
2022
Q4 		$493K Sell
5,901
-298
-5% -$25.1K 0.23% 83
2022
Q3 		$486K Sell
6,199
-126
-2% -$10.8K 0.33% 66
2022
Q2 		$501K Sell
6,325
-3,394
-35% -$296K 0.51% 43
2022
Q1 		$977K Buy
9,719
+412
+4% +$41K 0.9% 31
2021
Q4 		$1.07M Sell
9,307
-481
-5% -$56.1K 0.93% 30
2021
Q3 		$1.1M Buy
9,788
+587
+6% +$67.5K 1.01% 28
2021
Q2 		$1.04M Sell
9,201
-8
-0.1% -$854 0.86% 28
2021
Q1 		$940K Buy
9,209
+1,563
+20% +$163K 0.69% 32
2020
Q4 		$785K Buy
7,646
+754
+11% +$71.8K 0.61% 31
2020
Q3 		$596K Buy
6,892
+6,172
+857% +$521K 0.51% 34
2020
Q2 		$461K Sell
720
-5,364
-88% -$389K 0.41% 40
2020
Q1 		$370K Buy
6,084
+992
+19% +$72.3K 0.39% 41
2019
Q4 		$388K Buy
5,092
+1,188
+30% +$87.1K 0.34% 43
2019
Q3 		$276K Buy
+3,904
New +$281K 0.26% 55

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Financial Insights's IWP Position: Q2 2026 in Review

Financial Insights reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 10% in Q2 2026, selling an estimated $55.1K and leaving 3,522 shares worth $516K. The position accounts for 0.14% of the portfolio, ranked #88.

Financial Insights first reported a position in IWP in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.1M in Q3 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Financial Insights held 3,522 shares of iShares Russell Mid-Cap Growth ETF worth $516K as of Q2 2026.
  • Financial Insights sold 400 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $55.1K.
  • iShares Russell Mid-Cap Growth ETF made up 0.14% of Financial Insights's portfolio in Q2 2026, its #88 holding.
  • Financial Insights first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • Financial Insights's iShares Russell Mid-Cap Growth ETF position peaked at $1.1M in Q3 2021.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.