Hazlett, Burt & Watson’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hazlett, Burt & Watson’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	$269K	Hold	1,835	–	–	0.07%	231
2026 Q1	$235K	Hold	1,835	–	–	0.07%	226
2025 Q4	$251K	Hold	1,835	–	–	0.08%	216
2025 Q3	$261K	Hold	1,835	–	–	0.09%	192
2025 Q2	$255K	Sell	1,835 -160	-8%	-$20.2K	0.1%	173
2025 Q1	$234K	Sell	1,995 -487	-20%	-$62.6K	0.11%	173
2024 Q4	$314K	Buy	2,482 +3	+0.1%	+$381	0.14%	146
2024 Q3	$292K	Buy	2,479 +92	+4%	+$10.3K	0.13%	160
2024 Q2	$266K	Sell	2,387 -54	-2%	-$5.93K	0.14%	150
2024 Q1	$279K	Hold	2,441	–	–	0.17%	133
2023 Q4	$254K	Buy	2,441 +1	+0%	+$95	0.17%	127
2023 Q3	$223K	Buy	2,440 +412	+20%	+$39.4K	0.17%	133
2023 Q2	$195K	Buy	2,028 +498	+33%	+$45.4K	0.15%	140
2023 Q1	$139K	Hold	1,530	–	–	0.11%	162
2022 Q4	$128K	Hold	1,530	–	–	0.11%	160
2022 Q3	$120K	Hold	1,530	–	–	0.12%	166
2022 Q2	$121K	Hold	1,530	–	–	0.11%	175
2022 Q1	$154K	Buy	+1,530	New	+$152K	0.12%	165

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

Hazlett, Burt & Watson's IWP Position: Q2 2026 in Review

Hazlett, Burt & Watson held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,835 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #231.

Hazlett, Burt & Watson first reported a position in IWP in Q1 2022 and has held it in 18 quarters since. The position peaked at $314K in Q4 2024. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Hazlett, Burt & Watson held 1,835 shares of iShares Russell Mid-Cap Growth ETF worth $269K as of Q2 2026.
Hazlett, Burt & Watson left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #231 holding.
Hazlett, Burt & Watson first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's iShares Russell Mid-Cap Growth ETF position peaked at $314K in Q4 2024.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.