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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,363	Closed	-$344K	–	1045
2026 Q1	$344K	Buy	+2,363	New	+$351K	0.03%	543
2022 Q1	$742K	Sell	6,202 -2,561	-29%	-$302K	0.37%	77
2021 Q4	$1.07M	Buy	8,763 +19	+0.2%	+$2.27K	0.54%	47
2021 Q3	$990K	Hold	8,744	–	–	0.4%	59
2021 Q2	$1M	Sell	8,744 -1,217	-12%	-$140K	0.39%	63
2021 Q1	$1.09M	Buy	9,961 +1,899	+24%	+$198K	0.62%	45
2020 Q4	$781K	Buy	+8,062	New	+$727K	0.54%	50

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 2,363 shares — an estimated $344K sold.

Golden State Equity Partners first reported a position in IWS in Q4 2020 and held it in 7 quarters. The position peaked at $1.09M in Q1 2021. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 2,363 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $344K.
Golden State Equity Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 7 quarters.
Golden State Equity Partners's iShares Russell Mid-Cap Value ETF position peaked at $1.09M in Q1 2021.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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