Garden State Investment Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Garden State Investment Advisory Services’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,400	Closed	-$296K	–	355
2025 Q4	$296K	Hold	2,400	–	–	0.07%	231
2025 Q3	$290K	Hold	2,400	–	–	0.06%	228
2025 Q2	$264K	Hold	2,400	–	–	0.07%	239
2025 Q1	$223K	Sell	2,400 -662	-22%	-$66.7K	0.07%	226
2024 Q4	$311K	Hold	3,062	–	–	0.09%	179
2024 Q3	$293K	Sell	3,062 -167	-5%	-$15.4K	0.09%	176
2024 Q2	$299K	Sell	3,229 -1,446	-31%	-$125K	0.1%	166
2024 Q1	$395K	Buy	4,675 +376	+9%	+$30.2K	0.14%	137
2023 Q4	$323K	Buy	+4,299	New	+$306K	0.13%	149
2023 Q3	–	Sell	-4,332	Closed	-$305K	–	232
2023 Q2	$305K	Sell	4,332 -100	-2%	-$6.61K	0.12%	144
2023 Q1	$283K	Hold	4,432	–	–	0.12%	148
2022 Q4	$259K	Buy	+4,432	New	+$266K	0.15%	139

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Garden State Investment Advisory Services's IVW Position: Q1 2026 in Review

Garden State Investment Advisory Services sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 2,400 shares — an estimated $296K sold.

Garden State Investment Advisory Services first reported a position in IVW in Q4 2022 and held it in 12 quarters. The position peaked at $395K in Q1 2024. 2,055 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Garden State Investment Advisory Services reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Garden State Investment Advisory Services sold 2,400 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $296K.
Garden State Investment Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 12 quarters.
Garden State Investment Advisory Services's iShares S&P 500 Growth ETF position peaked at $395K in Q1 2024.
2,055 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.