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Insight 2811 Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Insight 2811 Inc’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 		$2.11M Buy
16,488
+111
+0.7% +$15K 0.88% 17
2025
Q4 		$2.24M Sell
16,377
-399
-2% -$55.8K 0.99% 14
2025
Q3 		$2.39M Sell
16,776
-7
-0% -$989 1.06% 15
2025
Q2 		$2.33M Buy
16,783
+110
+0.7% +$13.9K 1.1% 15
2025
Q1 		$1.96M Sell
16,673
-837
-5% -$108K 0.99% 15
2024
Q4 		$2.22M Sell
17,510
-250
-1% -$31.8K 1.14% 14
2024
Q3 		$2.08M Sell
17,760
-499
-3% -$55.8K 1.04% 16
2024
Q2 		$2.01M Sell
18,259
-4,080
-18% -$448K 1.05% 13
2024
Q1 		$2.55M Sell
22,339
-48
-0.2% -$5.19K 1.31% 12
2023
Q4 		$2.34M Sell
22,387
-393
-2% -$37.3K 1.27% 12
2023
Q3 		$2.08M Sell
22,780
-1,312
-5% -$125K 1.18% 12
2023
Q2 		$2.33M Sell
24,092
-52
-0.2% -$4.74K 1.27% 10
2023
Q1 		$2.2M Sell
24,144
-445
-2% -$39.7K 1.36% 8
2022
Q4 		$2.06M Buy
24,589
+378
+2% +$31.8K 1.27% 8
2022
Q3 		$1.9M Sell
24,211
-70
-0.3% -$6.03K 1.28% 8
2022
Q2 		$1.92M Sell
24,281
-716
-3% -$62.4K 1.25% 8
2022
Q1 		$2.51M Sell
24,997
-48,528
-66% -$4.83M 1.49% 6
2021
Q4 		$8.47M Sell
73,525
-9,627
-12% -$1.12M 4.81% 5
2021
Q3 		$9.32M Buy
83,152
+679
+0.8% +$78.1K 5.5% 4
2021
Q2 		$9.34M Buy
82,473
+169
+0.2% +$18.1K 5.26% 4
2021
Q1 		$8.4M Buy
82,304
+33
+0% +$3.45K 4.9% 4
2020
Q4 		$8.45M Sell
82,271
-353
-0.4% -$33.6K 4.97% 4
2020
Q3 		$7.14M Buy
82,624
+1,730
+2% +$146K 4.45% 4
2020
Q2 		$6.54M Buy
80,894
+2,622
+3% +$190K 4.32% 4
2020
Q1 		$4.76M Sell
78,272
-710
-0.9% -$51.7K 3.49% 6
2019
Q4 		$6.03M Buy
78,982
+1,042
+1% +$76.4K 3.96% 5
2019
Q3 		$5.51M Buy
77,940
+1,566
+2% +$113K 3.9% 5
2019
Q2 		$5.55M Buy
76,374
+2,384
+3% +$166K 4% 5
2019
Q1 		$5.02M Sell
73,990
-100,616
-58% -$6.46M 3.85% 5
2018
Q4 		$9.93M Sell
174,606
-22,490
-11% -$1.37M 8.44% 4
2018
Q3 		$13.4M Buy
197,096
+21,484
+12% +$1.43M 9.02% 4
2018
Q2 		$11.1M Buy
175,612
+368
+0.2% +$23.2K 7.71% 5
2018
Q1 		$10.8M Buy
175,244
+1,014
+0.6% +$63.3K 7.73% 5
2017
Q4 		$10.5M Sell
174,230
-3,314
-2% -$195K 7.71% 6
2017
Q3 		$10M Buy
177,544
+552
+0.3% +$30.3K 7.43% 6
2017
Q2 		$9.56M Buy
176,992
+2,300
+1% +$122K 7.29% 6
2017
Q1 		$9.06M Sell
174,692
-4,670
-3% -$238K 6.93% 7
2016
Q4 		$8.73M Sell
179,362
-51,182
-22% -$2.47M 7.12% 7
2016
Q3 		$11.2M Buy
230,544
+40,516
+21% +$1.96M 6.99% 3
2016
Q2 		$8.89M Sell
190,028
-16,192
-8% -$749K 3.42% 5
2016
Q1 		$9.5M Buy
206,220
+46,356
+29% +$2M 3.73% 3
2015
Q4 		$7.35M Buy
159,864
+6,324
+4% +$294K 3.48% 5
2015
Q3 		$6.8M Sell
153,540
-392,072
-72% -$18.6M 3.96% 4
2015
Q2 		$26.4M Sell
545,612
-68,600
-11% -$3.39M 12.64% 2
2015
Q1 		$30.1M Buy
614,212
+5,738
+0.9% +$274K 14.17% 2
2014
Q4 		$28.4M Sell
608,474
-33,200
-5% -$1.5M 13.84% 2
2014
Q3 		$28.3M Buy
641,674
+13,680
+2% +$611K 12.16% 4
2014
Q2 		$28.1M Buy
627,994
+10,378
+2% +$446K 11.78% 3
2014
Q1 		$26.1M Buy
617,616
+38,888
+7% +$1.66M 11.06% 3
2013
Q4 		$24.4M Sell
578,728
-13,108
-2% -$530K 12.07% 3
2013
Q3 		$23.1M Buy
591,836
+15,178
+3% +$579K 11.52% 3
2013
Q2 		$20.7M Buy
+576,658
New +$20.6M 11.38% 2

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

Insight 2811 Inc's IWP Position: Q1 2026 in Review

Insight 2811 Inc increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.68% in Q1 2026, buying an estimated $15K and bringing the position to 16,488 shares worth $2.11M. The position accounts for 0.88% of the portfolio, ranked #17.

Insight 2811 Inc first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.1M in Q1 2015. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Insight 2811 Inc held 16,488 shares of iShares Russell Mid-Cap Growth ETF worth $2.11M as of Q1 2026.
  • Insight 2811 Inc bought 111 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $15K.
  • iShares Russell Mid-Cap Growth ETF made up 0.88% of Insight 2811 Inc's portfolio in Q1 2026, its #17 holding.
  • Insight 2811 Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Insight 2811 Inc's iShares Russell Mid-Cap Growth ETF position peaked at $30.1M in Q1 2015.
  • 1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.