Golden State Equity Partners’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,326	Closed	-$1.32M	–	1042
2026 Q1	$1.32M	Buy	5,326 +3,094	+139%	+$798K	0.1%	236
2025 Q4	$549K	Buy	2,232 +1,396	+167%	+$343K	0.09%	261
2025 Q3	$202K	Sell	836 -112	-12%	-$25.7K	0.03%	431
2025 Q2	$204K	Buy	+948	New	+$191K	0.04%	410
2025 Q1	–	Sell	-968	Closed	-$214K	–	457
2024 Q4	$214K	Buy	+968	New	+$221K	0.04%	400
2023 Q4	$227K	Buy	+1,129	New	+$202K	0.06%	324
2021 Q4	–	Sell	-1,095	Closed	-$240K	–	213
2021 Q3	$240K	Buy	1,095 +39	+4%	+$8.65K	0.1%	199
2021 Q2	$242K	Buy	+1,056	New	+$237K	0.09%	211

Other funds holding IWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 5,326 shares — an estimated $1.32M sold.

Golden State Equity Partners first reported a position in IWM in Q2 2021 and held it in 8 quarters. The position peaked at $1.32M in Q1 2026. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 5,326 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.32M.
Golden State Equity Partners first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 8 quarters.
Golden State Equity Partners's iShares Russell 2000 ETF position peaked at $1.32M in Q1 2026.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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