Garden State Investment Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.73M	Sell	10,995 -493	-4%	-$127K	0.6%	48
2025 Q4	$2.83M	Sell	11,488 -1,286	-10%	-$316K	0.62%	43
2025 Q3	$3.09M	Sell	12,774 -473	-4%	-$109K	0.69%	35
2025 Q2	$2.86M	Sell	13,247 -768	-5%	-$155K	0.72%	33
2025 Q1	$2.73M	Buy	14,015 +3,217	+30%	+$698K	0.87%	29
2024 Q4	$2.39M	Buy	10,798 +1,947	+22%	+$444K	0.71%	40
2024 Q3	$1.96M	Buy	8,851 +652	+8%	+$140K	0.63%	36
2024 Q2	$1.66M	Sell	8,199 -852	-9%	-$172K	0.57%	41
2024 Q1	$1.89M	Buy	9,051 +6,923	+325%	+$1.38M	0.69%	34
2023 Q4	$427K	Buy	2,128 +554	+35%	+$99.3K	0.17%	121
2023 Q3	$279K	Sell	1,574 -131	-8%	-$24.6K	0.13%	143
2023 Q2	$319K	Sell	1,705 -141	-8%	-$25.1K	0.13%	137
2023 Q1	$329K	Sell	1,846 -24	-1%	-$4.42K	0.14%	126
2022 Q4	$326K	Buy	+1,870	New	+$333K	0.19%	122

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Garden State Investment Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q1 2026, selling an estimated $127K and leaving 10,995 shares worth $2.73M. The position accounts for 0.6% of the portfolio, ranked #48.

Garden State Investment Advisory Services first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.09M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Garden State Investment Advisory Services held 10,995 shares of iShares Russell 2000 ETF worth $2.73M as of Q1 2026.
Garden State Investment Advisory Services sold 493 iShares Russell 2000 ETF shares in Q1 2026, an estimated $127K.
iShares Russell 2000 ETF made up 0.6% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #48 holding.
Garden State Investment Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's iShares Russell 2000 ETF position peaked at $3.09M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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