Bartlett & Co Wealth Management
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Bartlett & Co Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.2M Sell
102,974
-76
-0.1% -$10.7K 0.17% 87
2026
Q2 		$15.1M Sell
103,050
-1,569
-1% -$216K 0.19% 87
2026
Q1 		$14.3M Sell
104,619
-3,756
-3% -$508K 0.18% 87
2025
Q4 		$14.8M Buy
108,375
+9
+0% +$1.26K 0.19% 83
2025
Q3 		$15.4M Sell
108,366
-1,755
-2% -$248K 0.2% 87
2025
Q2 		$15.3M Sell
110,121
-1,284
-1% -$162K 0.21% 81
2025
Q1 		$13.1M Sell
111,405
-5,568
-5% -$716K 0.19% 87
2024
Q4 		$14.8M Sell
116,973
-5,126
-4% -$652K 0.22% 81
2024
Q3 		$14.3M Sell
122,099
-314
-0.3% -$35.1K 0.21% 84
2024
Q2 		$13.5M Sell
122,413
-3,776
-3% -$415K 0.21% 85
2024
Q1 		$14.4M Sell
126,189
-5,276
-4% -$571K 0.22% 83
2023
Q4 		$13.8M Sell
131,465
-28,671
-18% -$2.72M 0.22% 82
2023
Q3 		$14.7M Buy
160,136
+3,592
+2% +$343K 0.26% 79
2023
Q2 		$15.1M Sell
156,544
-4,521
-3% -$412K 0.26% 78
2023
Q1 		$14.7M Buy
161,065
+7,142
+5% +$637K 0.28% 76
2022
Q4 		$12.9M Sell
153,923
-3,641
-2% -$306K 0.26% 83
2022
Q3 		$12.4M Sell
157,564
-477
-0.3% -$41.1K 0.27% 77
2022
Q2 		$12.5M Buy
158,041
+6,178
+4% +$538K 0.25% 81
2022
Q1 		$15.3M Buy
151,863
+11,300
+8% +$1.13M 0.27% 81
2021
Q4 		$16.2M Buy
140,563
+2,889
+2% +$337K 0.27% 75
2021
Q3 		$15.4M Buy
137,674
+6,127
+5% +$705K 0.29% 75
2021
Q2 		$14.9M Buy
131,547
+3,337
+3% +$356K 0.28% 77
2021
Q1 		$13.1M Buy
128,210
+3,414
+3% +$357K 0.26% 77
2020
Q4 		$12.8M Sell
124,796
-306
-0.2% -$29.1K 0.27% 76
2020
Q3 		$10.8M Buy
125,102
+2,850
+2% +$241K 0.25% 78
2020
Q2 		$9.7M Buy
122,252
+6,832
+6% +$496K 0.25% 85
2020
Q1 		$7.02M Buy
115,420
+16,116
+16% +$1.17M 0.21% 94
2019
Q4 		$7.58M Buy
99,304
+1,270
+1% +$93.1K 0.18% 105
2019
Q3 		$6.93M Sell
98,034
-9,544
-9% -$686K 0.18% 111
2019
Q2 		$7.67M Buy
107,578
+468
+0.4% +$32.5K 0.29% 73
2019
Q1 		$7.27M Buy
107,110
+3,968
+4% +$255K 0.28% 77
2018
Q4 		$5.86M Buy
103,142
+15,338
+17% +$933K 0.25% 78
2018
Q3 		$5.97M Buy
87,804
+15,296
+21% +$1.02M 0.22% 83
2018
Q2 		$4.59M Buy
72,508
+10,204
+16% +$642K 0.19% 87
2018
Q1 		$3.83M Buy
+62,304
New +$3.89M 0.16% 89

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Bartlett & Co Wealth Management's IWP Position: Q3 2026 in Review

Bartlett & Co Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.07% in Q3 2026, selling an estimated $10.7K and leaving 102,974 shares worth $14.2M. The position accounts for 0.17% of the portfolio, ranked #87.

Bartlett & Co Wealth Management first reported a position in IWP in Q1 2018 and has held it in 35 quarters since. The position peaked at $16.2M in Q4 2021. 1,063 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Bartlett & Co Wealth Management held 102,974 shares of iShares Russell Mid-Cap Growth ETF worth $14.2M as of Q3 2026.
  • Bartlett & Co Wealth Management sold 76 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $10.7K.
  • iShares Russell Mid-Cap Growth ETF made up 0.17% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #87 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 35 quarters since.
  • Bartlett & Co Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $16.2M in Q4 2021.
  • 1,063 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.