MHWM
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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
Q3 		$278K Buy
2,022
+2
+0.1% +$281 0.1% 78
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

Montz Harcus Wealth Management's IWP Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.1% in Q3 2026, buying an estimated $281 and bringing the position to 2,022 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #78.

Montz Harcus Wealth Management first reported a position in IWP in Q4 2021 and has held it in 13 quarters since. The position peaked at $296K in Q2 2026. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Montz Harcus Wealth Management held 2,022 shares of iShares Russell Mid-Cap Growth ETF worth $278K as of Q3 2026.
  • Montz Harcus Wealth Management bought 2 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $281.
  • iShares Russell Mid-Cap Growth ETF made up 0.1% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Montz Harcus Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • Montz Harcus Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $296K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.