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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Garden State Investment Advisory Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.02% in Q1 2026, buying an estimated $135 and bringing the position to 6,558 shares worth $840K. The position accounts for 0.18% of the portfolio, ranked #103.

Garden State Investment Advisory Services first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. The position peaked at $944K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Garden State Investment Advisory Services held 6,558 shares of iShares Russell Mid-Cap Growth ETF worth $840K as of Q1 2026.
Garden State Investment Advisory Services bought 1 iShares Russell Mid-Cap Growth ETF share in Q1 2026, an estimated $135.
iShares Russell Mid-Cap Growth ETF made up 0.18% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #103 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 14 quarters since.
Garden State Investment Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $944K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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