HFM
IWP icon

Hartford Financial Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hartford Financial 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
2020
Q1 		– Sell
-200
Closed -$15K – 359
2019
Q4 		$15K Hold
200
– – ﹤0.01% 273
2019
Q3 		$14K Hold
200
– – ﹤0.01% 280
2019
Q2 		$14K Hold
200
– – ﹤0.01% 282
2019
Q1 		$14K Hold
200
– – ﹤0.01% 288
2018
Q4 		$11K Hold
200
– – ﹤0.01% 301
2018
Q3 		$14K Hold
200
– – ﹤0.01% 297
2018
Q2 		$13K Buy
+200
New +$12.6K ﹤0.01% 302
2017
Q4 		– Sell
-200
Closed -$11K – 366
2017
Q3 		$11K Buy
+200
New +$11K 0.01% 293

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return