Stephen J. Garry & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stephen J. Garry & Associates’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	$284K	Sell	1,937 -250	-11%	-$34.5K	0.21%	46
2026 Q1	$280K	Hold	2,187	–	–	0.23%	44
2025 Q4	$299K	Hold	2,187	–	–	0.24%	42
2025 Q3	$311K	Hold	2,187	–	–	0.25%	38
2025 Q2	$303K	Hold	2,187	–	–	0.26%	36
2025 Q1	$257K	Hold	2,187	–	–	0.24%	36
2024 Q4	$277K	Hold	2,187	–	–	0.26%	35
2024 Q3	$257K	Hold	2,187	–	–	0.24%	35
2024 Q2	$241K	Hold	2,187	–	–	0.24%	34
2024 Q1	$250K	Hold	2,187	–	–	0.26%	34
2023 Q4	$228K	Buy	+2,187	New	+$207K	0.25%	36

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 22.96% 1-Year Est. Return

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

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

CCWM

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

Stephen J. Garry & Associates's IWP Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 11% in Q2 2026, selling an estimated $34.5K and leaving 1,937 shares worth $284K. The position accounts for 0.21% of the portfolio, ranked #46.

Stephen J. Garry & Associates first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $311K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Stephen J. Garry & Associates held 1,937 shares of iShares Russell Mid-Cap Growth ETF worth $284K as of Q2 2026.
Stephen J. Garry & Associates sold 250 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $34.5K.
iShares Russell Mid-Cap Growth ETF made up 0.21% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #46 holding.
Stephen J. Garry & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Stephen J. Garry & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $311K in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.