MPWT
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MassMutual Private Wealth & Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

MassMutual Private Wealth & Trust’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 		$63K Sell
430
-125
-23% -$17.2K ﹤0.01% 709
2026
Q1 		$71.1K Hold
555
– – ﹤0.01% 654
2025
Q4 		$76K Hold
555
– – ﹤0.01% 663
2025
Q3 		$79K Sell
555
-120
-18% -$17K ﹤0.01% 665
2025
Q2 		$93.6K Sell
675
-88
-12% -$11.1K ﹤0.01% 607
2025
Q1 		$89.6K Sell
763
-105
-12% -$13.5K ﹤0.01% 578
2024
Q4 		$110K Buy
868
+38
+5% +$4.83K ﹤0.01% 554
2024
Q3 		$97.4K Sell
830
-75
-8% -$8.39K ﹤0.01% 529
2024
Q2 		$99.9K Sell
905
-1,500
-62% -$165K ﹤0.01% 523
2024
Q1 		$275K Buy
2,405
+255
+12% +$27.6K 0.01% 348
2023
Q4 		$225K Sell
2,150
-110
-5% -$10.4K 0.01% 358
2023
Q3 		$206K Sell
2,260
-7
-0.3% -$669 0.01% 365
2023
Q2 		$219K Hold
2,267
– – 0.01% 351
2023
Q1 		$206K Buy
2,267
+3
+0.1% +$268 0.01% 352
2022
Q4 		$189K Hold
2,264
– – 0.01% 354
2022
Q3 		$178K Hold
2,264
– – 0.01% 340
2022
Q2 		$179K Sell
2,264
-726
-24% -$63.2K 0.01% 341
2022
Q1 		$300K Sell
2,990
-650
-18% -$64.7K 0.01% 318
2021
Q4 		$419K Sell
3,640
-90
-2% -$10.5K 0.02% 307
2021
Q3 		$418K Hold
3,730
– – 0.02% 298
2021
Q2 		$422K Hold
3,730
– – 0.02% 298
2021
Q1 		$381K Sell
3,730
-300
-7% -$31.4K 0.02% 301
2020
Q4 		$414K Hold
4,030
– – 0.02% 295
2020
Q3 		$348K Hold
4,030
– – 0.02% 294
2020
Q2 		$319K Sell
4,030
-280
-6% -$20.3K 0.02% 297
2020
Q1 		$262K Buy
4,310
+2,682
+165% +$195K 0.02% 285
2019
Q4 		$124K Buy
1,628
+588
+57% +$43.1K 0.01% 371
2019
Q3 		$74K Sell
1,040
-400
-28% -$28.7K 0.01% 400
2019
Q2 		$103K Hold
1,440
– – 0.01% 377
2019
Q1 		$97.7K Buy
1,440
+260
+22% +$16.7K 0.01% 385
2018
Q4 		$67.1K Sell
1,180
-100
-8% -$6.08K 0.01% 387
2018
Q3 		$86.8K Hold
1,280
– – 0.01% 389
2018
Q2 		$81.1K Hold
1,280
– – 0.01% 390
2018
Q1 		$78.7K Hold
1,280
– – 0.01% 382
2017
Q4 		$77.2K Hold
1,280
– – 0.01% 410
2017
Q3 		$72.4K Sell
1,280
-20
-2% -$1.1K 0.01% 455
2017
Q2 		$70.2K Hold
1,300
– – 0.01% 424
2017
Q1 		$67.4K Sell
1,300
-1,332
-51% -$68K 0.01% 432
2016
Q4 		$128K Buy
+2,632
New +$127K 0.02% 301
2016
Q2 		$84.5K Hold
1,806
– – 0.01% 374
2016
Q1 		$83.2K Hold
1,806
– – 0.01% 344
2015
Q4 		$83K Hold
1,806
– – 0.01% 337
2015
Q3 		$79.8K Buy
1,806
+1,206
+201% +$57.2K 0.02% 349
2015
Q2 		$26.9K Sell
600
-1,206
-67% -$59.5K 0.01% 402
2015
Q1 		$88.4K Hold
1,806
– – 0.01% 337
2014
Q4 		$84.2K Hold
1,806
– – 0.03% 232
2014
Q3 		$79.8K Buy
1,806
+1,206
+201% +$53.8K 0.02% 338
2014
Q2 		$26.9K Hold
600
– – 0.01% 277
2014
Q1 		$25.7K Hold
600
– – 0.02% 250
2013
Q4 		$25.3K Buy
+600
New +$24.3K 0.02% 229

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's IWP Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 23% in Q2 2026, selling an estimated $17.2K and leaving 430 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

MassMutual Private Wealth & Trust first reported a position in IWP in Q4 2013 and has held it in 50 quarters since. The position peaked at $422K in Q2 2021. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • MassMutual Private Wealth & Trust held 430 shares of iShares Russell Mid-Cap Growth ETF worth $63K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 125 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.2K.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #709 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares Russell Mid-Cap Growth ETF position peaked at $422K in Q2 2021.
  • 591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.