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 Q2	$3.25M	Sell	10,819 -176	-2%	-$49.5K	0.59%	47
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Garden State Investment Advisory Services's IWM Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $49.5K and leaving 10,819 shares worth $3.25M. The position accounts for 0.59% of the portfolio, ranked #47.

Garden State Investment Advisory Services first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Garden State Investment Advisory Services held 10,819 shares of iShares Russell 2000 ETF worth $3.25M as of Q2 2026.
Garden State Investment Advisory Services sold 176 iShares Russell 2000 ETF shares in Q2 2026, an estimated $49.5K.
iShares Russell 2000 ETF made up 0.59% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #47 holding.
Garden State Investment Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.