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Garton & Associates Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Garton & Associates Financial 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 		– Sell
-58
Closed -$7.94K – 409
2025
Q4 		$7.94K Buy
+58
New +$8.11K ﹤0.01% 893

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Garton & Associates Financial Advisors's IWP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 58 shares — an estimated $7.94K sold.

Garton & Associates Financial Advisors first reported a position in IWP in Q4 2025 and held it in 1 quarter. The position peaked at $7.94K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 58 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $7.94K.
  • Garton & Associates Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $7.94K in Q4 2025.
  • 1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.