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 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares Russell Mid-Cap Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
11,444
Value (USD)
$1,675,520
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IWP fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IWP fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

The Form 4 source is temporarily unavailable. Continue with the other disclosures below or open company fundamentals.

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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.

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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.

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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.

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