Garden State Investment Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Garden State Investment Advisory Services’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 Q2	$960K	Hold	6,558	–	–	0.17%	110
2026 Q1	$840K	Buy	6,558 +1	+0%	+$135	0.18%	103
2025 Q4	$898K	Sell	6,557 -73	-1%	-$10.2K	0.2%	99
2025 Q3	$944K	Buy	6,630 +1	+0%	+$141	0.21%	93
2025 Q2	$919K	Sell	6,629 -49	-0.7%	-$6.2K	0.23%	86
2025 Q1	$785K	Hold	6,678	–	–	0.25%	83
2024 Q4	$847K	Hold	6,678	–	–	0.25%	76
2024 Q3	$783K	Sell	6,678 -257	-4%	-$28.7K	0.25%	79
2024 Q2	$765K	Sell	6,935 -1	-0%	-$110	0.26%	76
2024 Q1	$787K	Sell	6,936 -1	-0%	-$108	0.29%	77
2023 Q4	$725K	Sell	6,937 -150	-2%	-$14.2K	0.29%	77
2023 Q3	$647K	Sell	7,087 -251	-3%	-$24K	0.3%	74
2023 Q2	$709K	Hold	7,338	–	–	0.28%	73
2023 Q1	$668K	Sell	7,338 -1,126	-13%	-$100K	0.29%	68
2022 Q4	$708K	Buy	+8,464	New	+$712K	0.42%	56

Other funds holding IWP

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

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

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

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

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Garden State Investment Advisory Services held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 6,558 shares worth $960K. The position accounts for 0.17% of the portfolio, ranked #110.

Garden State Investment Advisory Services first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Garden State Investment Advisory Services held 6,558 shares of iShares Russell Mid-Cap Growth ETF worth $960K as of Q2 2026.
Garden State Investment Advisory Services left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.17% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #110 holding.
Garden State Investment Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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