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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,411	Closed	-$1.16M	–	1040
2026 Q1	$1.16M	Buy	5,411 +3,078	+132%	+$674K	0.09%	262
2025 Q4	$491K	Buy	+2,333	New	+$482K	0.08%	285
2025 Q3	–	Sell	-1,379	Closed	-$268K	–	466
2025 Q2	$268K	Buy	1,379 +124	+10%	+$23K	0.05%	358
2025 Q1	$236K	Sell	1,255 -629	-33%	-$120K	0.05%	379
2024 Q4	$349K	Buy	1,884 +109	+6%	+$20.9K	0.07%	305
2024 Q3	$337K	Buy	+1,775	New	+$323K	0.05%	325

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 5,411 shares — an estimated $1.16M sold.

Golden State Equity Partners first reported a position in IWD in Q3 2024 and held it in 6 quarters. The position peaked at $1.16M in Q1 2026. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 5,411 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.16M.
Golden State Equity Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and held it in 6 quarters.
Golden State Equity Partners's iShares Russell 1000 Value ETF position peaked at $1.16M in Q1 2026.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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