HANTZ FINANCIAL SERVICES, INC. IWP holdings history
ISHARES RUSSELL MID-CAP GROW · CUSIP 464287481 · CIK 1071061
As of 2026-06-30, HANTZ FINANCIAL SERVICES, INC. reported 216.54K IWP (shares), valued at $31.70M, or 0.43% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 1.61%; reported value increased 12.44%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.43% | 216,541 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 0.43% | 220,082 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 0.41% | 201,602 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 0.39% | 181,459 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 0.38% | 168,860 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 0.35% | 170,496 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 0.36% | 161,860 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 0.55% | 262,196 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 0.58% | 274,050 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 10.69% | 287,564 | SEC filing ↗Filed May 7, 2024Amended |
| Q4 2023 | 10.18% | 298,949 | SEC filing ↗Filed Feb 14, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 10.18% | 298,949 | $31.23M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 10.69% | 287,564 | $32.82M | Shares decreased 3.81%; reported value increased 5.11%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 0.58% | 274,050 | $30.24M | Shares decreased 4.70%; reported value decreased 7.87%, and weight changed -10.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 0.55% | 262,196 | $30.75M | Shares decreased 4.33%; reported value increased 1.69%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.36% | 161,860 | $20.52M | Shares decreased 38.27%; reported value decreased 33.29%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 0.35% | 170,496 | $20.03M | Shares increased 5.34%; reported value decreased 2.36%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 0.38% | 168,860 | $23.42M | Shares decreased 0.96%; reported value increased 16.90%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 0.39% | 181,459 | $25.84M | Shares increased 7.46%; reported value increased 10.36%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 0.41% | 201,602 | $27.61M | Shares increased 11.10%; reported value increased 6.83%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 0.43% | 220,082 | $28.20M | Shares increased 9.17%; reported value increased 2.14%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 0.43% | 216,541 | $31.70M | Shares decreased 1.61%; reported value increased 12.44%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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