Montz Harcus Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Montz Harcus Wealth 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	$296K	Buy	2,020 +2	+0.1%	+$276	0.11%	77
2026 Q1	$259K	Buy	2,018 +1	+0%	+$135	0.1%	74
2025 Q4	$276K	Buy	2,017 +2	+0.1%	+$280	0.11%	71
2025 Q3	$287K	Buy	2,015 +2	+0.1%	+$283	0.13%	66
2025 Q2	$279K	Buy	2,013 +2	+0.1%	+$253	0.13%	65
2025 Q1	$236K	Buy	2,011 +2	+0.1%	+$257	0.13%	68
2024 Q4	$255K	Buy	2,009 +2	+0.1%	+$254	0.14%	61
2024 Q3	$235K	Buy	2,007 +2	+0.1%	+$224	0.14%	62
2024 Q2	$221K	Buy	2,005 +2	+0.1%	+$220	0.14%	58
2024 Q1	$229K	Buy	2,003 +2	+0.1%	+$216	0.15%	58
2023 Q4	$209K	Buy	+2,001	New	+$190K	0.16%	54
2022 Q1	–	Sell	-1,988	Closed	-$229K	–	55
2021 Q4	$229K	Buy	+1,988	New	+$232K	0.2%	49

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

Montz Harcus Wealth Management's IWP Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.1% in Q2 2026, buying an estimated $276 and bringing the position to 2,020 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #77.

Montz Harcus Wealth Management first reported a position in IWP in Q4 2021 and has held it in 12 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Montz Harcus Wealth Management held 2,020 shares of iShares Russell Mid-Cap Growth ETF worth $296K as of Q2 2026.
Montz Harcus Wealth Management bought 2 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $276.
iShares Russell Mid-Cap Growth ETF made up 0.11% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #77 holding.
Montz Harcus Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.