American Family Investments, Inc. IWP — iShares Russell Mid-Cap Growth ETF

Ownership history in American Family Investments, Inc.  ·  9 quarters on record

AI Ownership Summary

American Family Investments, Inc. reported iShares Russell Mid-Cap Growth ETF (IWP) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 5.36% in 2024 Q2. The latest visible filing shows IWP at 1.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was American Family Investments, Inc.'s position in iShares Russell Mid-Cap Growth ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWP was reported at 1.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.36% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How American Family Investments, Inc. held IWP — position size vs. price
% of Fund (quarterly)    IWP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 723,817 +103,294 +16.6% 1.91% $106.0M 2026-08-17 $147.53
2026 Q1 ADDED — — — 620,523 +58,816 +10.5% 2.09% $79.5M 2026-05-14 $137.29
2025 Q4 ADDED — — — 561,707 +58,909 +11.7% 2.77% $76.9M 2026-02-04 $132.70
2025 Q3 REDUCED — — — 502,798 -20,496 -3.9% 3.75% $71.6M 2025-11-14 $136.32
2025 Q2 REDUCED 10.0% +3.3% ❌ 523,294 -58,000 -10.0% 3.96% $72.6M 2025-08-15 $139.21
2025 Q1 ADDED — — — 581,294 +32,084 +5.8% 4.74% $68.3M 2025-05-15 $133.08
2024 Q4 ADDED — — — 549,210 +8,115 +1.5% 3.37% $69.6M 2025-02-14 $137.69
2024 Q3 REDUCED 18.9% +8.8% ❌ 541,095 -125,899 -18.9% 4.48% $63.5M 2024-11-15 $127.01
2024 Q2 INITIATED — — — 666,994 — — 5.36% $73.6M 2024-08-14 $108.91

FAQ About American Family Investments, Inc. and IWP

These are the practical questions this page is built to answer before you even open the full history table.

How long has American Family Investments, Inc. reported owning IWP?

American Family Investments, Inc. reported IWP across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IWP position in American Family Investments, Inc.'s portfolio?

The largest reported portfolio weight for IWP was 5.36% in 2024 Q2.

What is the latest reported IWP position on this page?

The most recent filing on this page is 2026 Q2, when American Family Investments, Inc. reported 723,817 shares, equal to 1.91% of portfolio, with an estimated market value of $106.0M.

What does the chart on this IWP ownership page compare?

The chart compares American Family Investments, Inc.'s quarterly IWP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did American Family Investments, Inc. time their IWP position?

Based on 13F filing dates vs. subsequent IWP price moves, American Family Investments, Inc. correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on IWP relative to SPY over the holding period was +163.1%.

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