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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.61M	Buy	16,596 +9,122	+122%	+$911K	0.12%	191
2025 Q4	$720K	Buy	7,474 +235	+3%	+$22.6K	0.12%	197
2025 Q3	$699K	Sell	7,239 -28	-0.4%	-$2.65K	0.12%	205
2025 Q2	$668K	Sell	7,267 -12	-0.2%	-$1.04K	0.12%	201
2025 Q1	$619K	Sell	7,279 -122	-2%	-$10.9K	0.12%	204
2024 Q4	$654K	Buy	+7,401	New	+$672K	0.13%	188
2024 Q3	–	Sell	-8,507	Closed	-$690K	–	862
2024 Q2	$690K	Buy	+8,507	New	+$692K	0.14%	160
2023 Q4	$679K	Sell	8,737 -30	-0.3%	-$2.13K	0.16%	144
2023 Q3	$607K	Hold	8,767	–	–	0.17%	144
2023 Q2	$640K	Buy	+8,767	New	+$610K	0.18%	137

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Golden State Equity Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 122% in Q1 2026, buying an estimated $911K and bringing the position to 16,596 shares worth $1.61M. The position accounts for 0.12% of the portfolio, ranked #191.

Golden State Equity Partners first reported a position in IWR in Q2 2023 and has held it in 10 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Golden State Equity Partners held 16,596 shares of iShares Russell Mid-Cap ETF worth $1.61M as of Q1 2026.
Golden State Equity Partners bought 9,122 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $911K.
iShares Russell Mid-Cap ETF made up 0.12% of Golden State Equity Partners's portfolio in Q1 2026, its #191 holding.
Golden State Equity Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 10 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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