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Hantz Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hantz Financial Services’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
Q2 		$31.7M Sell
216,541
-3,541
-2% -$488K 0.43% 38
2026
Q1 		$28.2M Buy
220,082
+18,480
+9% +$2.5M 0.43% 37
2025
Q4 		$27.6M Buy
201,602
+20,143
+11% +$2.82M 0.41% 42
2025
Q3 		$25.8M Buy
181,459
+12,599
+7% +$1.78M 0.39% 41
2025
Q2 		$23.4M Sell
168,860
-1,636
-1% -$207K 0.38% 51
2025
Q1 		$20M Buy
170,496
+8,636
+5% +$1.11M 0.35% 61
2024
Q4 		$20.5M Sell
161,860
-100,336
-38% -$12.8M 0.36% 61
2024
Q3 		$30.8M Sell
262,196
-11,854
-4% -$1.33M 0.55% 39
2024
Q2 		$30.2M Sell
274,050
-13,514
-5% -$1.48M 0.58% 39
2024
Q1 		$32.8M Sell
287,564
-11,385
-4% -$1.23M 0.64% 34
2023
Q4 		$31.2M Sell
298,949
-14,695
-5% -$1.39M 0.68% 28
2023
Q3 		$28.7M Buy
313,644
+16,176
+5% +$1.55M 0.73% 28
2023
Q2 		$28.7M Buy
297,468
+17,771
+6% +$1.62M 0.72% 29
2023
Q1 		$25.5M Buy
279,697
+51,184
+22% +$4.57M 0.69% 31
2022
Q4 		$19.1M Buy
228,513
+25,368
+12% +$2.14M 0.58% 42
2022
Q3 		$15.9M Sell
203,145
-7,755
-4% -$667K 0.55% 40
2022
Q2 		$16.7M Sell
210,900
-327
-0.2% -$28.5K 0.56% 37
2022
Q1 		$21.2M Sell
211,227
-12,008
-5% -$1.2M 0.63% 30
2021
Q4 		$25.7M Sell
223,235
-3,197
-1% -$373K 0.74% 28
2021
Q3 		$25.4M Sell
226,432
-15,475
-6% -$1.78M 0.83% 25
2021
Q2 		$27.4M Sell
241,907
-2,893
-1% -$309K 1% 23
2021
Q1 		$25M Buy
244,800
+3,903
+2% +$408K 1.04% 22
2020
Q4 		$24.7M Sell
240,897
-6,219
-3% -$592K 1.11% 20
2020
Q3 		$21.4M Sell
247,116
-10,772
-4% -$909K 1.09% 21
2020
Q2 		$20.4M Buy
257,888
+32
+0% +$2.32K 1.14% 20
2020
Q1 		$15.7M Buy
+257,856
New +$18.8M 1.08% 19

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Hantz Financial Services's IWP Position: Q2 2026 in Review

Hantz Financial Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q2 2026, selling an estimated $488K and leaving 216,541 shares worth $31.7M. The position accounts for 0.43% of the portfolio, ranked #38.

Hantz Financial Services first reported a position in IWP in Q1 2020 and has held it in 26 quarters since. The position peaked at $32.8M in Q1 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Hantz Financial Services held 216,541 shares of iShares Russell Mid-Cap Growth ETF worth $31.7M as of Q2 2026.
  • Hantz Financial Services sold 3,541 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $488K.
  • iShares Russell Mid-Cap Growth ETF made up 0.43% of Hantz Financial Services's portfolio in Q2 2026, its #38 holding.
  • Hantz Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Hantz Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $32.8M in Q1 2024.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.