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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-21	Closed	-$4.11K	–	1043
2026 Q1	$4.11K	Buy	+21	New	+$4.07K	﹤0.01%	1520

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 21 shares — an estimated $4.11K sold.

Golden State Equity Partners first reported a position in IWN in Q1 2026 and held it in 1 quarter. The position peaked at $4.11K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 21 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $4.11K.
Golden State Equity Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's iShares Russell 2000 Value ETF position peaked at $4.11K in Q1 2026.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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