Insigneo Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Insigneo Advisory Services’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	–	Sell	-1,463	Closed	-$200K	–	792
2025 Q4	$200K	Buy	+1,463	New	+$204K	0.01%	658

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Insigneo Advisory Services's IWP Position: Q1 2026 in Review

Insigneo Advisory Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,463 shares — an estimated $200K sold.

Insigneo Advisory Services first reported a position in IWP in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Insigneo Advisory Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 1,463 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $200K.
Insigneo Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
Insigneo Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $200K in Q4 2025.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.