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

Golden State Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.9M Sell
16,099
-1,161
-7% -$270K 0.36% 62
2026
Q1 		$3.69M Sell
17,260
-1,428
-8% -$313K 0.4% 49
2025
Q4 		$3.93M Sell
18,688
-2,805
-13% -$579K 0.42% 47
2025
Q3 		$4.38M Sell
21,493
-1,871
-8% -$372K 0.48% 39
2025
Q2 		$4.54M Sell
23,364
-2,333
-9% -$432K 0.55% 34
2025
Q1 		$4.84M Buy
25,697
+23,401
+1,019% +$4.46M 0.72% 28
2024
Q4 		$425K Buy
+2,296
New +$440K 0.06% 218
2022
Q1 		$271K Buy
1,632
+21
+1% +$3.45K 0.05% 252
2021
Q4 		$270K Buy
1,611
+164
+11% +$26.9K 0.05% 307
2021
Q3 		$226K Sell
1,447
-70
-5% -$11.2K 0.05% 272
2021
Q2 		$241K Hold
1,517
– – 0.05% 256
2021
Q1 		$229K Sell
1,517
-35
-2% -$5.06K 0.08% 180
2020
Q4 		$212K Buy
1,552
+35
+2% +$4.49K 0.06% 225
2020
Q3 		$179K Buy
+1,517
New +$180K 0.06% 203
2020
Q2 		– Sell
-1,516
Closed -$150K – 598
2020
Q1 		$150K Buy
+1,516
New +$189K 0.07% 191
2019
Q4 		– Sell
-2,190
Closed -$281K – 501
2019
Q3 		$281K Sell
2,190
-40
-2% -$5.08K 0.09% 164
2019
Q2 		$283K Buy
2,230
+1
+0% +$125 0.09% 175
2019
Q1 		$275K Buy
+2,229
New +$268K 0.09% 181

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Golden State Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.7% in Q2 2026, selling an estimated $270K and leaving 16,099 shares worth $3.9M. The position accounts for 0.36% of the portfolio, ranked #62.

Golden State Wealth Management first reported a position in IWD in Q1 2019 and has held it in 18 quarters since. The position peaked at $4.84M in Q1 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Golden State Wealth Management held 16,099 shares of iShares Russell 1000 Value ETF worth $3.9M as of Q2 2026.
  • Golden State Wealth Management sold 1,161 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $270K.
  • iShares Russell 1000 Value ETF made up 0.36% of Golden State Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Golden State Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's iShares Russell 1000 Value ETF position peaked at $4.84M in Q1 2025.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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