Hazlett, Burt & Watson
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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
Q3 		$223K Sell
1,621
-214
-12% -$30K 0.06% 248
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
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

Hazlett, Burt & Watson's IWP Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 12% in Q3 2026, selling an estimated $30K and leaving 1,621 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #248.

Hazlett, Burt & Watson first reported a position in IWP in Q1 2022 and has held it in 19 quarters since. The position peaked at $314K in Q4 2024. 1,063 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Hazlett, Burt & Watson held 1,621 shares of iShares Russell Mid-Cap Growth ETF worth $223K as of Q3 2026.
  • Hazlett, Burt & Watson sold 214 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $30K.
  • iShares Russell Mid-Cap Growth ETF made up 0.06% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #248 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's iShares Russell Mid-Cap Growth ETF position peaked at $314K in Q4 2024.
  • 1,063 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.