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

Insight Advisors’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	$268K	Buy	1,832 +1	+0.1%	+$138	0.05%	204
2026 Q1	$235K	Sell	1,831 -20	-1%	-$2.71K	0.04%	218
2025 Q4	$253K	Sell	1,851 -218	-11%	-$30.5K	0.04%	243
2025 Q3	$295K	Sell	2,069 -1	-0%	-$141	0.05%	219
2025 Q2	$287K	Buy	2,070 +1	+0%	+$127	0.05%	226
2025 Q1	$243K	Hold	2,069	–	–	0.04%	251
2024 Q4	$264K	Hold	2,069	–	–	0.04%	250
2024 Q3	$243K	Buy	2,069 +1	+0%	+$112	0.04%	260
2024 Q2	$228K	Hold	2,068	–	–	0.04%	264
2024 Q1	$236K	Buy	2,068 +20	+1%	+$2.16K	0.05%	265
2023 Q4	$214K	Buy	+2,048	New	+$194K	0.05%	264
2023 Q3	–	Sell	-2,126	Closed	-$205K	–	287
2023 Q2	$205K	Buy	+2,126	New	+$194K	0.05%	264
2022 Q1	–	Sell	-2,659	Closed	-$306K	–	331
2021 Q4	$306K	Sell	2,659 -50	-2%	-$5.83K	0.09%	249
2021 Q3	$330K	Sell	2,709 -223	-8%	-$25.7K	0.1%	237
2021 Q2	$335K	Sell	2,932 -434	-13%	-$46.4K	0.11%	230
2021 Q1	$362K	Hold	3,366	–	–	0.11%	224
2020 Q4	$346K	Buy	+3,366	New	+$320K	0.13%	187

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

Insight Advisors's IWP Position: Q2 2026 in Review

Insight Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.05% in Q2 2026, buying an estimated $138 and bringing the position to 1,832 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #204.

Insight Advisors first reported a position in IWP in Q4 2020 and has held it in 17 quarters since. The position peaked at $362K in Q1 2021. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Insight Advisors held 1,832 shares of iShares Russell Mid-Cap Growth ETF worth $268K as of Q2 2026.
Insight Advisors bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Insight Advisors's portfolio in Q2 2026, its #204 holding.
Insight Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 17 quarters since.
Insight Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $362K in Q1 2021.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.