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 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 $1.37T 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Golden State Equity Partners increased its iShares Russell 2000 ETF (IWM) stake by 139% in Q1 2026, buying an estimated $798K and bringing the position to 5,326 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #236.

Golden State Equity Partners first reported a position in IWM in Q2 2021 and has held it in 8 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Golden State Equity Partners held 5,326 shares of iShares Russell 2000 ETF worth $1.32M as of Q1 2026.
Golden State Equity Partners bought 3,094 iShares Russell 2000 ETF shares in Q1 2026, an estimated $798K.
iShares Russell 2000 ETF made up 0.1% of Golden State Equity Partners's portfolio in Q1 2026, its #236 holding.
Golden State Equity Partners first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 8 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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