Golden State Equity Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Golden State Equity Partners’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12,600	Closed	-$4.49M	–	1039
2026 Q1	$4.49M	Buy	12,600 +10,915	+648%	+$4.07M	0.34%	60
2025 Q4	$629K	Buy	1,685 +4	+0.2%	+$1.48K	0.1%	229
2025 Q3	$614K	Buy	1,681 +2	+0.1%	+$704	0.1%	228
2025 Q2	$570K	Buy	1,679 +46	+3%	+$14.4K	0.11%	232
2025 Q1	$501K	Buy	1,633 +4	+0.2%	+$1.29K	0.1%	242
2024 Q4	$525K	Buy	1,629 +4	+0.2%	+$1.3K	0.1%	225
2024 Q3	$511K	Buy	1,625 +48	+3%	+$14.5K	0.08%	251
2024 Q2	$469K	Buy	+1,577	New	+$453K	0.1%	232
2023 Q4	$405K	Buy	+1,544	New	+$378K	0.1%	220

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Golden State Equity Partners's IWB Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 12,600 shares — an estimated $4.49M sold.

Golden State Equity Partners first reported a position in IWB in Q4 2023 and held it in 9 quarters. The position peaked at $4.49M in Q1 2026. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 12,600 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.49M.
Golden State Equity Partners first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 9 quarters.
Golden State Equity Partners's iShares Russell 1000 ETF position peaked at $4.49M in Q1 2026.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.