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

Insight Inv LLC’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	$11.1K	Hold	76	–	–	0.01%	104
2026 Q1	$9.74K	Sell	76 -222	-74%	-$30K	0.01%	100
2025 Q4	$40.8K	Hold	298	–	–	0.02%	103
2025 Q3	$42.4K	Hold	298	–	–	0.02%	105
2025 Q2	$41.3K	Hold	298	–	–	0.03%	106
2025 Q1	$35K	Hold	298	–	–	0.02%	116
2024 Q4	$37.8K	Buy	+298	New	+$37.9K	0.03%	111

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 Inv LLC's IWP Position: Q2 2026 in Review

Insight Inv LLC held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 76 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #104.

Insight Inv LLC first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.4K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Insight Inv LLC held 76 shares of iShares Russell Mid-Cap Growth ETF worth $11.1K as of Q2 2026.
Insight Inv LLC left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Insight Inv LLC's portfolio in Q2 2026, its #104 holding.
Insight Inv LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Insight Inv LLC's iShares Russell Mid-Cap Growth ETF position peaked at $42.4K in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.