Explore more topics
Public ownership evidence

iShares Russell Mid-Cap Growth ETF (IWP) Ownership Disclosures

Read IWP insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-2911,444$1,675,520None
Cornerstone Financial Management LLC2026-03-312026-08-2911,086$1,420,307None
Cornerstone Financial Management LLC2025-12-312026-08-2910,808$1,480,097None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2948,902$5,745,536None
Corient Private Wealth LP2026-06-302026-08-28163,106$23,880,584None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28816$119,471None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28816$104,546None
Legacy Edge Advisors, LLC2025-09-302026-08-2776,874$10,947,625None
Advus Financial Partners, LLC2021-09-302026-08-2621,771$2,508,455None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-262,633$360,563None
Financial Insights, Inc.2026-06-302026-08-263,522$515,656None
Serenity Investment Advisors2026-06-302026-08-2513,283$1,889,501None
Bernard Wealth Management Corp.2026-06-302026-08-22428$62,664None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-221,836$268,847None
Rehmann Capital Advisory Group2026-06-302026-08-217,771$1,137,811None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2113$1,903None
Bullock Wealth Management Group2026-06-302026-08-2063$9,084None
Kingsview Wealth Management, LLC2026-06-302026-08-2032,854$4,810,175None
Archer Investment Corp2026-06-302026-08-20547$80,109None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-204,979$728,976None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2064,557$9,451,799None
Field & Main Bank2026-06-302026-08-2043$6,296None
Field & Main Bank2026-06-302026-08-2055,826$8,173,485None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2059,293$8,681,197None
Beacon Pointe Advisors, LLC2026-06-302026-08-1942,161$6,172,773None
Copia Wealth Management2026-06-302026-08-19451$66,031None
Orion Capital Management LLC2026-06-302026-08-1911$1,611None
Glenview Trust Co2026-06-302026-08-19493$72,180None
Glenview Trust Co2026-06-302026-08-1923,455$3,434,046None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-196,703$981,426None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19259$38,000None
Kimelman & Baird, LLC2026-06-302026-08-19428$62,664None
Jacobs Equity LLC2026-06-302026-08-187,603$1,113,155None
Legacy Edge Advisors, LLC2025-06-302026-08-1876,497$10,608,662None
Legacy Edge Advisors, LLC2025-03-312026-08-18154,163$18,112,580None
Legacy Edge Advisors, LLC2024-09-302026-08-18150,515$17,653,849None
Legacy Edge Advisors, LLC2024-06-302026-08-18139,360$15,378,327None
Legacy Edge Advisors, LLC2024-03-312026-08-18135,736$15,492,895None
Legacy Edge Advisors, LLC2024-12-312026-08-18146,171$18,639,748None
Legacy Edge Advisors, LLC2023-12-312026-08-18136,900$14,300,605None
Strive Financial Group ,LLC2026-06-302026-08-18514$75,255None
Parvin Asset Management, LLC2026-06-302026-08-18445$65,152None
Ruggaard & Associates LLC2026-06-302026-08-185,200$761,332None
Corient Private Wealth LP2026-06-302026-08-18167,351$24,501,663None
Old North State Trust, LLC2026-06-302026-08-183,135$459,000None
Integrated Investment Consultants, LLC2026-06-302026-08-18171,138$25,056,322None
Pure Financial Advisors, LLC2026-06-302026-08-185,191$760,024None
Transamerica Financial Advisors, LLC2026-06-302026-08-183$449None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1824,735$3,623,091None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18383$56,133None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗Advus Financial Partners, LLC ↗MLG Wealth Management DBA Pine Grove Financial Group ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.