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Golden State Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Golden State Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.6K Sell
106
-336
-76% -$133K ﹤0.01% 759
2026
Q1 		$158K Buy
442
+322
+268% +$120K 0.02% 412
2025
Q4 		$44.9K Hold
120
– – ﹤0.01% 715
2025
Q3 		$43.9K Hold
120
– – ﹤0.01% 708
2025
Q2 		$40.7K Sell
120
-3
-2% -$942 0.01% 694
2025
Q1 		$37.7K Buy
123
+9
+8% +$2.91K 0.01% 653
2024
Q4 		$36.7K Buy
+114
New +$36.9K 0.01% 637
2019
Q3 		– Sell
-78
Closed -$12K – 1103
2019
Q2 		$12K Hold
78
– – ﹤0.01% 712
2019
Q1 		$12K Buy
+78
New +$11.8K ﹤0.01% 736

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Golden State Wealth Management's IWB Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 76% in Q2 2026, selling an estimated $133K and leaving 106 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Golden State Wealth Management first reported a position in IWB in Q1 2019 and has held it in 9 quarters since. The position peaked at $158K in Q1 2026. 444 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Golden State Wealth Management held 106 shares of iShares Russell 1000 ETF worth $43.6K as of Q2 2026.
  • Golden State Wealth Management sold 336 iShares Russell 1000 ETF shares in Q2 2026, an estimated $133K.
  • iShares Russell 1000 ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #759 holding.
  • Golden State Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 9 quarters since.
  • Golden State Wealth Management's iShares Russell 1000 ETF position peaked at $158K in Q1 2026.
  • 444 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.