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 Q2	–	Sell	-16,596	Closed	-$1.61M	–	1044
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	Sell	7,401 -1,060	-13%	-$96.2K	0.13%	188
2024 Q3	$746K	Sell	8,461 -46	-0.5%	-$3.88K	0.12%	197
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 $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Golden State Equity Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 16,596 shares — an estimated $1.61M sold.

Golden State Equity Partners first reported a position in IWR in Q2 2023 and held it in 11 quarters. The position peaked at $1.61M in Q1 2026. 1,597 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 16,596 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.61M.
Golden State Equity Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and held it in 11 quarters.
Golden State Equity Partners's iShares Russell Mid-Cap ETF position peaked at $1.61M in Q1 2026.
1,597 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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