Golden State Equity Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Sell	7,949 -21,928	-73%	-$3.02M	3.14%	6
2026 Q1	$3.83M	Buy	29,877 +12,995	+77%	+$1.76M	0.29%	68
2025 Q4	$2.31M	Sell	16,882 -2,829	-14%	-$395K	0.37%	52
2025 Q3	$2.81M	Buy	19,711 +1,199	+6%	+$169K	0.47%	40
2025 Q2	$2.57M	Buy	18,512 +8,730	+89%	+$1.1M	0.48%	42
2025 Q1	$1.15M	Buy	9,782 +107	+1%	+$13.8K	0.23%	114
2024 Q4	$1.23M	Sell	9,675 -981	-9%	-$125K	0.23%	109
2024 Q3	$1.25M	Sell	10,656 -5,157	-33%	-$577K	0.2%	115
2024 Q2	$1.74M	Buy	+15,813	New	+$1.74M	0.36%	63
2023 Q4	$1.7M	Buy	16,245 +5,154	+46%	+$489K	0.41%	58
2023 Q3	$1.01M	Buy	11,091 +235	+2%	+$22.5K	0.28%	91
2023 Q2	$1.05M	Buy	10,856 +6,125	+129%	+$558K	0.29%	82
2023 Q1	$431K	Buy	+4,731	New	+$422K	0.23%	107
2022 Q1	$898K	Sell	8,939 -1,096	-11%	-$109K	0.45%	65
2021 Q4	$1.16M	Buy	10,035 +741	+8%	+$86.4K	0.58%	43
2021 Q3	$1.04M	Sell	9,294 -16	-0.2%	-$1.84K	0.42%	57
2021 Q2	$1.05M	Buy	9,310 +278	+3%	+$29.7K	0.41%	62
2021 Q1	$922K	Sell	9,032 -3,186	-26%	-$333K	0.53%	54
2020 Q4	$1.25M	Buy	+12,218	New	+$1.16M	0.86%	36

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Golden State Equity Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 73% in Q2 2026, selling an estimated $3.02M and leaving 7,949 shares worth $1.17M. The position accounts for 3.14% of the portfolio, ranked #6.

Golden State Equity Partners first reported a position in IWP in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.83M in Q1 2026. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Golden State Equity Partners held 7,949 shares of iShares Russell Mid-Cap Growth ETF worth $1.17M as of Q2 2026.
Golden State Equity Partners sold 21,928 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.02M.
iShares Russell Mid-Cap Growth ETF made up 3.14% of Golden State Equity Partners's portfolio in Q2 2026, its #6 holding.
Golden State Equity Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
Golden State Equity Partners's iShares Russell Mid-Cap Growth ETF position peaked at $3.83M in Q1 2026.
1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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