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 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 +1,555	+473%	+$298K	0.07%	305
2024 Q3	$62.4K	Buy	+329	New	+$59.9K	0.03%	353

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Golden State Equity Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 132% in Q1 2026, buying an estimated $674K and bringing the position to 5,411 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #262.

Golden State Equity Partners first reported a position in IWD in Q3 2024 and has held it in 6 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Golden State Equity Partners held 5,411 shares of iShares Russell 1000 Value ETF worth $1.16M as of Q1 2026.
Golden State Equity Partners bought 3,078 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $674K.
iShares Russell 1000 Value ETF made up 0.09% of Golden State Equity Partners's portfolio in Q1 2026, its #262 holding.
Golden State Equity Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 6 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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