Garrison Point Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Garrison Point Advisors’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	$1.01M	Hold	7,858	–	–	0.46%	61
2025 Q4	$1.08M	Buy	7,858 +242	+3%	+$33.8K	0.48%	57
2025 Q3	$1.08M	Buy	7,616 +216	+3%	+$30.5K	0.45%	62
2025 Q2	$1.03M	Buy	7,400 +49	+0.7%	+$6.2K	0.47%	58
2025 Q1	$864K	Buy	7,351 +99	+1%	+$12.7K	0.42%	66
2024 Q4	$919K	Sell	7,252 -150	-2%	-$19.1K	0.44%	60
2024 Q3	$868K	Sell	7,402 -100	-1%	-$11.2K	0.54%	56
2024 Q2	$828K	Hold	7,502	–	–	0.55%	56
2024 Q1	$856K	Hold	7,502	–	–	0.55%	61
2023 Q4	$784K	Hold	7,502	–	–	0.55%	61
2023 Q3	$685K	Buy	7,502 +234	+3%	+$22.4K	0.53%	63
2023 Q2	$702K	Hold	7,268	–	–	0.51%	68
2023 Q1	$662K	Hold	7,268	–	–	0.5%	71
2022 Q4	$608K	Hold	7,268	–	–	0.5%	74
2022 Q3	$570K	Hold	7,268	–	–	0.51%	67
2022 Q2	$576K	Hold	7,268	–	–	0.48%	71
2022 Q1	$730K	Hold	7,268	–	–	0.51%	67
2021 Q4	$837K	Hold	7,268	–	–	0.56%	59
2021 Q3	$815K	Hold	7,268	–	–	0.59%	57
2021 Q2	$823K	Hold	7,268	–	–	0.59%	58
2021 Q1	$742K	Hold	7,268	–	–	0.58%	63
2020 Q4	$746K	Hold	7,268	–	–	0.6%	57
2020 Q3	$628K	Sell	7,268 -60	-0.8%	-$5.06K	0.57%	57
2020 Q2	$579K	Sell	7,328 -400	-5%	-$29K	0.57%	57
2020 Q1	$470K	Sell	7,728 -550	-7%	-$40.1K	0.57%	61
2019 Q4	$632K	Sell	8,278 -412	-5%	-$30.2K	0.58%	61
2019 Q3	$614K	Hold	8,690	–	–	0.61%	60
2019 Q2	$620K	Hold	8,690	–	–	0.62%	56
2019 Q1	$589K	Buy	8,690 +190	+2%	+$12.2K	0.61%	58
2018 Q4	$483K	Buy	+8,500	New	+$517K	0.6%	61

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

Garrison Point Advisors's IWP Position: Q1 2026 in Review

Garrison Point Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 7,858 shares worth $1.01M. The position accounts for 0.46% of the portfolio, ranked #61.

Garrison Point Advisors first reported a position in IWP in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.08M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Garrison Point Advisors held 7,858 shares of iShares Russell Mid-Cap Growth ETF worth $1.01M as of Q1 2026.
Garrison Point Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.46% of Garrison Point Advisors's portfolio in Q1 2026, its #61 holding.
Garrison Point Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
Garrison Point Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.08M in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.