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

Golden State Equity Partners’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-19,732
Closed -$2.1M – 1041
2026
Q1 		$2.1M Buy
19,732
+10,128
+105% +$1.15M 0.16% 148
2025
Q4 		$1.14M Sell
9,604
-1,984
-17% -$235K 0.18% 125
2025
Q3 		$1.36M Buy
11,588
+100
+0.9% +$11.1K 0.23% 103
2025
Q2 		$1.22M Buy
11,488
+1,548
+16% +$148K 0.23% 104
2025
Q1 		$897K Sell
9,940
-3,004
-23% -$296K 0.18% 147
2024
Q4 		$1.3M Buy
+12,944
New +$1.27M 0.25% 99
2024
Q3 		– Sell
-14,188
Closed -$1.29M – 860
2024
Q2 		$1.29M Buy
+14,188
New +$1.21M 0.27% 89
2023
Q4 		$1.13M Buy
14,920
+1,744
+13% +$123K 0.27% 97
2023
Q3 		$876K Hold
13,176
– – 0.24% 103
2023
Q2 		$906K Buy
13,176
+5,760
+78% +$366K 0.25% 95
2023
Q1 		$453K Buy
+7,416
New +$427K 0.25% 103
2022
Q1 		$1.12M Sell
16,104
-15,164
-48% -$1.04M 0.56% 53
2021
Q4 		$2.39M Sell
31,268
-2,148
-6% -$159K 1.21% 25
2021
Q3 		$2.29M Buy
33,416
+8,068
+32% +$571K 0.93% 26
2021
Q2 		$1.72M Sell
25,348
-1,192
-4% -$76.9K 0.66% 30
2021
Q1 		$1.61M Sell
26,540
-7,960
-23% -$484K 0.92% 30
2020
Q4 		$2.08M Buy
+34,500
New +$1.96M 1.43% 11

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 19,732 shares — an estimated $2.1M sold.

Golden State Equity Partners first reported a position in IWF in Q4 2020 and held it in 17 quarters. The position peaked at $2.39M in Q4 2021. 1,472 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 19,732 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.1M.
  • Golden State Equity Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 17 quarters.
  • Golden State Equity Partners's iShares Russell 1000 Growth ETF position peaked at $2.39M in Q4 2021.
  • 1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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