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Security record · archived quarter

IWP

iShares Russell Mid-Cap Growth ETF · Financial Services · Asset Management - Global

143.10 +1.6% mkt cap $20.60B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
9Tracked holders
+1Δ holders
1.41MShares held
$195.53MReported value
+1New positions
−0Exits
Stable Conviction score 42/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +12.5% · share flow -17.4% · net new positions +11.1% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 80 +3 69.23M $10.13B +6 −3
Q1 2026 78 -1 69.57M $8.90B +3 −4
Q4 2025 79 +3 70.98M $9.72B +3 —
Q3 2025 10 -2 22.96M $3.27B +1 −3
Q2 2025 9 +1 1.41M $195.53M +1 —
Q1 2025 5 -1 485.77K $57.07M +2 −3
Q4 2024 6 0 82.84K $10.50M +2 −2
Q3 2024 6 0 621.30K $72.87M +1 −1
Q2 2024 6 — 283.45K $31.28M — —
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) ✦ 1.17M — $161.99M 0.0% n/c 1 SEC ↗ ×2
2 Wellington Management ✦ 103.96K -69.8% $14.42M 0.0% ▼ Trim 2 SEC ↗
3 T. Rowe Price ✦ 32.09K 0.0% $4.45M 0.0% Held 5 SEC ↗
4 BlackRock ✦ (passive) 27.19K — $3.77M 0.0% n/c 1 SEC ↗ ×3
5 The Vanguard Group ✦ (passive) 26.04K — $3.61M 0.0% n/c 1 SEC ↗ ×2
6 Citadel Advisors ✦ 21.46K -73.4% $2.98M 0.0% ▼ Trim 5 SEC ↗
7 D. E. Shaw & Co. ✦ 18.05K -31.4% $2.50M 0.0% ▼ Trim 2 SEC ↗
8 Renaissance Technologies ✦ 9.70K New $1.35M 0.0% New 1 SEC ↗
9 AQR Capital Management ✦ 3.31K +15.5% $459,444 0.0% ▲ Add 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,162 holders, 111.33M shares, $14.01B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2025 · Methodology · Get this via the API