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
2026 Q2	$97.4K	Buy	+665	New	+$91.7K	0.02%	165
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Hartford Financial Management's IWP Position: Q2 2026 in Review

Hartford Financial Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 665 shares worth $97.4K. The stake represents 0.02% of the portfolio and ranks #165 among its holdings. This is a return to the name: Hartford Financial Management previously reported a position in IWP as recently as Q4 2019.

Hartford Financial Management first reported a position in IWP in Q3 2017 and has held it in 9 quarters since. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Hartford Financial Management held 665 shares of iShares Russell Mid-Cap Growth ETF worth $97.4K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Hartford Financial Management position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Hartford Financial Management's portfolio in Q2 2026, its #165 holding.
Hartford Financial Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and has held it in 9 quarters since.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.