ISHARES RUSSELL MID-CAP GROW (IWP) Institutional Ownership and Insiders Activity
ISHARES RUSSELL MID-CAP GROW (IWP) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $3.42M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $3.20M in IWP holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$3.42M
Largest Holder
Sequoia Financial Advisors
Largest Position
$3.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$3.20M
- Matrix Private Capital Group$218,316
IWP News
All news- Zions Bancorporation Investment Changes in 2Q2026
Aug 3, 2026 · valut.ai
- Intergy Private Wealth Portfolio Changes: Q2 2026 Insights
Jul 19, 2026 · valut.ai
- Innova Wealth Partners Portfolio Changes Q2 2026: Strategic Shifts and Key Activity
Jul 17, 2026 · valut.ai
- Southern Capital Advisors LLC Q2 2026 Portfolio Activity: Focus on Growth ETFs
Jul 16, 2026 · valut.ai
- LBJ Family Wealth Advisors Q2 Portfolio Activity Report
Jul 16, 2026 · valut.ai
- Diversified Management Inc Q2 2026 Portfolio Activity: Significant Changes Observed
Jul 13, 2026 · valut.ai
- Three Bearings Fiduciary Advisors Increases Holdings Across Portfolio
Jul 12, 2026 · valut.ai
- Financial Advisory Corp Q2 2026 Portfolio Shifts: Focus on Specific ETF Purchases
Jul 12, 2026 · valut.ai
Related IWP Institutional Insights:
- IWP Institutional Ownership & Insiders Activity
- IWP Institutional Ownership & 13F Activity
- IWP Top Institutional Shareholders
- IWP Institutional Buying Activity
- IWP Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- IWP Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings