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 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	New	+$528K	0.1%	225
2024 Q3	–	Sell	-1,577	Closed	-$469K	–	859
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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Golden State Equity Partners's IWB Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares Russell 1000 ETF (IWB) stake by 648% in Q1 2026, buying an estimated $4.07M and bringing the position to 12,600 shares worth $4.49M. The position accounts for 0.34% of the portfolio, ranked #60.

Golden State Equity Partners first reported a position in IWB in Q4 2023 and has held it in 8 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Golden State Equity Partners held 12,600 shares of iShares Russell 1000 ETF worth $4.49M as of Q1 2026.
Golden State Equity Partners bought 10,915 iShares Russell 1000 ETF shares in Q1 2026, an estimated $4.07M.
iShares Russell 1000 ETF made up 0.34% of Golden State Equity Partners's portfolio in Q1 2026, its #60 holding.
Golden State Equity Partners first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 8 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.