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

HRT Financial’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	$735K	Sell	5,025 -30,262	-86%	-$4.17M	﹤0.01%	2364
2026 Q1	$4.52M	Buy	+35,287	New	+$4.77M	0.01%	1065
2023 Q4	–	Sell	-54,463	Closed	-$4.97M	–	2700
2023 Q3	$4.97M	Buy	+54,463	New	+$5.21M	0.05%	298
2023 Q2	–	Sell	-43,737	Closed	-$3.98M	–	2853
2023 Q1	$3.98M	Buy	+43,737	New	+$3.9M	0.05%	317
2022 Q4	–	Sell	-49,865	Closed	-$3.91M	–	2797
2022 Q3	$3.91M	Buy	49,865 +33,040	+196%	+$2.84M	0.04%	370
2022 Q2	$1.33M	Sell	16,825 -10,501	-38%	-$914K	0.01%	758
2022 Q1	$2.75M	Buy	+27,326	New	+$2.72M	0.02%	493
2021 Q4	–	Sell	-11,947	Closed	-$1.34M	–	3615
2021 Q3	$1.34M	Buy	11,947 +6,349	+113%	+$730K	0.01%	1022
2021 Q2	$633K	Sell	5,598 -24,205	-81%	-$2.59M	0.01%	1561
2021 Q1	$3.04M	Sell	29,803 -4,323	-13%	-$452K	0.03%	430
2020 Q4	$3.5M	Buy	+34,126	New	+$3.25M	0.07%	207
2020 Q3	–	Sell	-44,402	Closed	-$3.51M	–	2118
2020 Q2	$3.51M	Buy	+44,402	New	+$3.22M	0.11%	192

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 22.9% 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

HRT Financial's IWP Position: Q2 2026 in Review

HRT Financial reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 86% in Q2 2026, selling an estimated $4.17M and leaving 5,025 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

HRT Financial first reported a position in IWP in Q2 2020 and has held it in 12 quarters since. The position peaked at $4.97M in Q3 2023. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

HRT Financial held 5,025 shares of iShares Russell Mid-Cap Growth ETF worth $735K as of Q2 2026.
HRT Financial sold 30,262 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.17M.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2364 holding.
HRT Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 12 quarters since.
HRT Financial's iShares Russell Mid-Cap Growth ETF position peaked at $4.97M in Q3 2023.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.