ISHARES RUSSELL MID-CAP GROW (IWP) Institutional Ownership

IWP is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.92M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $2.70M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's IWP position is now estimated to be worth approximately $2.96M, representing an estimated gain of +9.75% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Matrix Private Capital Group, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES RUSSELL MID-CAP GROW (IWP).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$2,919,08422,784
Q4 20253$7,218,76552,715
Q3 20253$4,060,91728,516
Q2 20253$3,924,62128,300
Q1 20252$2,095,78717,838
Q4 20243$7,833,53161,803
Q3 20242$2,064,92217,605
Q2 20243$2,423,42421,961
Q1 20242$2,138,55418,736
Q4 20233$5,077,17448,604
Q3 20232$1,831,73020,050
Q2 20233$2,032,19731,720
IWP Institutional Ownership and 13F Activity Q1 2026 | InsiderSet